• Investing replay

    HEDGEYE INVESTING SUMMIT

    SPECIAL HEDGEYE TV EVENT

    The sharpest minds in investing discuss the most important market and economic developments and their investing implications.
    Watch the free replay.

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