REPLAY & TIMESTAMPS | The Generational Long Wave & The Future of Technology

07/24/19 01:15PM EDT

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

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