• Investing Insights & Exclusive Offers → Get Our FREE “Market Brief”
    Sign-up for our free weekly newsletter. Get unparalleled investing insights and exclusive Summer Sale discounts on Hedgeye research.

    Disclaimer: By joining our email marketing list you agree to receive marketing emails from Hedgeye. You may unsubscribe at any time by clicking the unsubscribe link in one of the emails. Use of Hedgeye and any other products available through hedgeye.com are subject to our Terms Of Service and Privacy Policy

Takeaway: See below for Call Replay and Topic Timestamps

REPLAY & MATERIALS: CLICK HERE

Topic Timestamps:
  • Hedgeye Tech:
    • The Trends We Saw That Brought Us Here: Semis, SW, & IPOs (1:19 – 5:17)
    • Tech Characteristics: Shift to Cloud, Market Penetration, Employee Churn (5:17 – 14:00)
  • Hedgeye Demography:
    • The Long-Term Story Arch & Declining Business Dynamism (14:00 – 18:09)
    • Four Stages of the Long-Wave Technology Cycle & Why We’re at a Turning Point (18:09 – 23:25)
    • Dissecting the Differences Between Stage 1+2 and Stage 3+4 (23:25 – 27:00)
    • Matching Generations & Generational Shifts Within Long-Wave Tech Cycle Stages (27:00 – 31:15)
    • Long-Term Implications for Tech Investors (31:15 – 41:25)
  • Q&A + Discussion: (41:25 – 61:30)

REPLAY & TIMESTAMPS | The Generational Long Wave & The Future of Technology - Invite slide 1

REPLAY & TIMESTAMPS | The Generational Long Wave & The Future of Technology - Invite slide 2