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Transcript
Chapters
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The Quads: Hedgeye's Investment Framework
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Are You Seeing a Broad-Based Acceleration Across Sectors in the U.S.?
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In What Ways Is the Market Positioned Wrong?
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Where Is China in the Cycle?
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How Do You See Currencies Playing Out?
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Emerging Markets: Will They Gain Some Traction?
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Will Powell Be Renominated? Would Brainard Become the Next Fed Chair?
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Signaling Methodology
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What's Your View on Europe?
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What Else Should Investors Avoid?
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What Would Change Your View?