In this latest issue of my weekly podcast, I replay my recent interview with Ami Joseph, sector head of Technology here at Hedgeye. We discuss the key headwinds and tailwinds for technology in the coming years. The topics we discus range from the growth in cloud software, the shift to modularity, Microsoft's newest GenX CEO, the antitrust thundercloud, and many of the geopolitical challenges facing tech. We also add a market and election update at the beginning of the episode.
Demography subscribers CLICK HERE for the audio file.
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