The Call ‘Week In Review’: Inflation, Travel Trends, & Chinese Flooding

07/23/21 01:45PM EDT

We created “The Call” to simulate the decision-making process of a world-class hedge fund.

  • How do the sharpest investors analyze their favorite long and short ideas?
  • What’s the debate like between analyst and portfolio manager?

In keeping with that theme, below are video highlights from this week’s editions of “The Call” we wanted to call to your attention along with brief descriptions to speed up your idea generation process.

Enjoy and have a great weekend.




  • Financials analyst Josh Steiner updates on the earnings season and then discusses inflation  - 00:00:20
  • Gaming, Lodging and Leisure analyst Todd Jordan updates on Macau gaming revenue and then discusses travel trends in relation to the pandemic, noting Las Vegas Sands Corps. (LVS) – 00:05:26
  • China analyst Felix Wang previews his China Black Book, highlighting Alibaba Group (BABA) and then updates on flooding in China’s Henan Province – 00:08:52

The Call ‘Week In Review’: Inflation, Travel Trends, & Chinese Flooding  - Podcast Banner copy

© 2021 Hedgeye Risk Management, LLC. The information contained herein is the property of Hedgeye, which reserves all rights thereto. Redistribution of any part of this information is prohibited without the express written consent of Hedgeye. Hedgeye is not responsible for any errors in or omissions to this information, or for any consequences that may result from the use of this information.