Takeaway: We had the pleasure of hosting The Macro Show this morning @Hedgeye. Click below for the replay.

REPLAY -> THE MACRO SHOW | #COMMS EDITION (FB, GOOGL, PINS, SNAP, TWTR) - 8 13 2021 11 22 40 AM

THE MACRO SHOW | #COMMS EDITION

We had the pleasure of hosting The Macro Show this morning @Hedgeye. We hit on our position monitor (Click Here for Latest) in the context of the Hedgeye Macro #Quads, thoughts on major themes, and provided data updates on ad-pricing trends quarter-to-date (15-20 minutes). There was also a little time for Q&A at the end. We will have a more comprehensive data update for Comms Subscribers in our August Communications #Wrap call on Friday, August 27th at 10am ET.

CLICK HERE TO ACCESS REPLAY AND FOR SLIDE DECK

Andrew Freedman, CFA
Managing Director
@HedgeyeComm