Software vs. Semis: The Next Battle in AI Protect the Pile Episode 26

Real Conversations by Hedgeye Risk Management

Visit HedgeyeAM.com for more info 00:00 – A Strange Market Near All-Time Highs 05:20 – Market Rotation, Narrowing Breadth & Investor Positioning 07:30 – Why Oil Is Driving Everything Right Now 13:50 – When High Energy Pr...View more