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Unscripted Equity Curiosity Season 3 Episode 13: “Is today’s A.I climate similar to 1999’s Internet Boom" (Plus China Trade War Impact on Semiconductor Multiples)
This is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm). On today's episode, Ami and Felix dive into the hot topic of A.I and its impact on today's market, as well as, Chinese policy impacts on the semiconductor space.
Visit Hedgeye.com for more great investing content.
For Our Hedgeye Products Click Below:
- Technology Pro
- Comms Pro
- China Pro
Subscribe to other Hedgeye Products Here:
- The Call @ Hedgeye
- The Macro Show
- Sector Pro Products
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By Hedgeye Risk Management
4.4
193193 ratings
This is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm). On today's episode, Ami and Felix dive into the hot topic of A.I and its impact on today's market, as well as, Chinese policy impacts on the semiconductor space.
Visit Hedgeye.com for more great investing content.
For Our Hedgeye Products Click Below:
- Technology Pro
- Comms Pro
- China Pro
Subscribe to other Hedgeye Products Here:
- The Call @ Hedgeye
- The Macro Show
- Sector Pro Products
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