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)
