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Podcast: Hedgeye Podcasts
Episode: Protect the Pile: A Hedgeye Asset Management Podcast | Episode 1
Description: "Flirting with All-Time Highs: AI Spending, Small Cap Hope, and Things That Go Bump in the Night"Welcome to the inaugural episode of Protect the Pile, the investment show where real money managers talk real markets.With the S&P 500 and Nasdaq flirting with all-time highs (up 16% and 23% YTD respectively), the Hedgeye Asset Management team breaks down what's working, what's worrying, and what's worth watching as we head into year-end.What We Cover:Market Landscape: Why global markets are outperforming on a constant currency basis, and what tight...