In this complimentary edition of About Everything, Hedgeye Demography Sector Head Neil Howe discusses the media hype surrounding virtual reality versus "the next big thing [that] may already be sitting in your pocket: augmented reality." Howe breaks down the key takeaways and explains the broader implications for investors.


Watch a replay below.


Click here to access the associated About Everything slides.

Click here to read Howe’s associated About Everything piece.