Unscripted Equity Curiosity: A Hedgeye Podcast

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Join Hedgeye analysts Ami Joseph (Technology), Andrew Freedman (Communications), Felix Wang (China) and others as they dig into the latest macro and micro data driving their sectors and the market.

Tanya Waite


    • Jan 7, 2023 LATEST EPISODE
    • every other week NEW EPISODES
    • 34m AVG DURATION
    • 47 EPISODES


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    Latest episodes from Unscripted Equity Curiosity: A Hedgeye Podcast

    Unscripted Equity Curiosity Season 3 Episode 1: Key Takeaways for TMT from Keith's 1Q23 Macro Themes

    Play Episode Listen Later Jan 7, 2023 44:41


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    Unscripted Equity Curiosity Season 2 Finale! Biggest Risks For Software in 2023 + Some Lingering Takeaways from the Taiwan Expert Call

    Play Episode Listen Later Dec 24, 2022 30:07


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    Unscripted Equity Curiosity S2EP23: How Taking A 12-Month View of TMT Changes Things, Plus A China Bull In A Hedgeye Bear Shop

    Play Episode Listen Later Dec 10, 2022 35:54


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    Unscripted Equity Curiosity S2EP22: $DIS The Return Of Iger, & Freebird Magic

    Play Episode Listen Later Nov 26, 2022 40:15


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    Unscripted Equity Curiosity S2EP21: Comparing 2000, 2008, and 2021 Cycles in TMT & The Math Of Recovery

    Play Episode Listen Later Nov 12, 2022 49:51


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    Unscripted Equity Curiosity S2E20: The Great Felix Wang On Upcoming 3Q Earnings, What Xi Didn't Say, Globalization & De-Globalization $LMT

    Play Episode Listen Later Oct 22, 2022 25:12


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    Unscripted Equity Curiosity S2E19: The Dall-E Revolution - Things That Can Lay Waste To Trillions In Tech

    Play Episode Listen Later Oct 8, 2022 35:34


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    Unscripted S2E18: How Ami & Felix Started Off With Key Takes From #HedgeyeLA & Ended Up Debating China-Taiwan

    Play Episode Listen Later Sep 24, 2022 35:13


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    Unscripted Equity Curiosity S2 E17 Darkness in TMT, Will There Be Light? Ami & Andrew on SNAP, OKTA, AAPL, GOOG, and others

    Play Episode Listen Later Sep 3, 2022 39:20


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    Unscripted Equity Curiosity S2E16: Mr. Glenchur goes to Washington: Navigating TMT Policy & Legal Landmines (Part 2 of 2)

    Play Episode Listen Later Aug 13, 2022 34:10


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    Unscripted Equity Curiosity S2E15: Mr. Glenchur goes to Washington: Navigating TMT Policy & Legal Landmines (Part 1 of 2)

    Play Episode Listen Later Jul 30, 2022 28:20


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    Unscripted; Summer Smoke: S2 E14 Featuring Hedgeye's Howard Penney on Cannabis & Restaurants, Part 2 of 2

    Play Episode Listen Later Jul 16, 2022 20:05


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    Unscripted Equity Curiosity; Summer Smoke: S2 E13 Featuring Hedgeye's Howard Penney on Cannabis & Restaurants, Part 1 of 2

    Play Episode Listen Later Jul 2, 2022 32:08


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    Unscripted Equity Curiosity S2E12: Andrew & Ami discuss how NOT to find multi-baggers, plus $ZM, $ROKU, $HCP, and the 10,000x of the Metaverse

    Play Episode Listen Later Jun 18, 2022 31:31


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    Unscripted Equity Curiosity S2E11: Don't Fight The 中国人民银行 (Chinese Fed) Plus The Great Chinese Internet Snapback of 2023

    Play Episode Listen Later Jun 4, 2022 39:14


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    Part2 of Unscripted's interview of Hedgeye's JVS: Warning strong views of TSLA, EVs, + M&A, expressed herein. Only appropriate for those who can handle awesomeness.

    Play Episode Listen Later May 21, 2022 36:07


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    Unscripted Equity Curiosity S2 E9. Will Elon Delete Tesla Bears From Twitter? Part 1 With Jay Van Sciver

    Play Episode Listen Later May 7, 2022 27:53


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    Unscripted Equity Curiosity: The Apex Predator (Elon) That Twitter Might Not Be Able To Shake

    Play Episode Listen Later Apr 23, 2022 27:53


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    Unscripted Equity Curiosity: Part 2 of Unscripted Interviewing a Leading EM Bond Portfolio Manager

    Play Episode Listen Later Apr 9, 2022 41:09


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    Unscripted Equity Curiosity: Unscripted Interviews a Leading EM Bond Portfolio Manager and its gets Awesome

    Play Episode Listen Later Mar 26, 2022 39:16


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    Unscripted Equity Curiosity: AF & Ami on Russia, Peter Lynch's playbook from 2008, and echoes of 2001

    Play Episode Listen Later Mar 12, 2022 38:59


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    Unscripted Equity Curiosity: "How Bad Can It Get"

    Play Episode Listen Later Feb 12, 2022 41:55


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    Unscripted Equity Curiosity: Horseshoes and Hand Grenades

    Play Episode Listen Later Feb 5, 2022 29:45


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    Unscripted Equity Curiosity: Searching For Growth In China w/ Felix

    Play Episode Listen Later Jan 29, 2022 28:46


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    Unscripted Equity Curiosity: Papa Freedman On Diaper Duty & Ugly Mergers

    Play Episode Listen Later Jan 15, 2022 27:42


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    Unscripted Equity Curiosity Episode 22. Inside #HedgeyeTech: Brainstorming the Enterprise Tech Bull Case for 2022 and Beyond

    Play Episode Listen Later Dec 26, 2021 41:45


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    Unscripted Equity Curiosity Episode 21. What To Buy, Or Short, When The Pullback Completes

    Play Episode Listen Later Dec 4, 2021 36:29


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    Unscripted Equity Curiosity Episode 20: A Digital Earnings Season To Remember

    Play Episode Listen Later Nov 20, 2021 36:13


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    Unscripted Equity Curiosity Episode 19. The Metaverse: Part .001

    Play Episode Listen Later Nov 6, 2021 40:02


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    Unscripted Equity Curiosity Episode 18: Tech In Hotseat: SAP To The Cloud, Risks of Saturation, & A Machine Learning Future

    Play Episode Listen Later Oct 23, 2021 33:44


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    Unscripted Equity Curiosity Episode 12: Freebird versus FUBO

    Play Episode Listen Later Oct 21, 2021 39:14


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    Unscripted Equity Curiosity Episode 11: Shorting in China, Courtesy of Felix, Plus The Mysteries of SOTP

    Play Episode Listen Later Oct 21, 2021 33:43


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    Unscripted Equity Curiosity Episode 10. When Reddit/ARK Holds the Other Side of the Rope

    Play Episode Listen Later Oct 21, 2021 27:08


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    Unscripted Equity Curiosity Episode 9. Valuation Traps and Tricks: The Commoditization of Duration

    Play Episode Listen Later Oct 21, 2021 35:14


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    Unscripted Equity Curiosity Episode 8. The Shoulder Tap Trade

    Play Episode Listen Later Oct 21, 2021 38:22


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    Unscripted Equity Curiosity Episode 7: Investing When the Dance Floor Resumes

    Play Episode Listen Later Oct 21, 2021 36:00


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    Unscripted Equity Curiosity Episode 6: As We Re-Open (E-Commerce, Software, & China)

    Play Episode Listen Later Oct 21, 2021 31:04


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    Unscripted Equity Curiosity Episode 5. The Fear of Dominos Falling

    Play Episode Listen Later Oct 21, 2021 34:15


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    Unscripted Equity Curiosity Episode 4. Freedman's Worst Long Ever: Right Church, Wrong Pew

    Play Episode Listen Later Oct 21, 2021 35:40


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    Unscripted Equity Curiosity Episode 3. Intro to Ami: Finding Winners & Losers in Tech

    Play Episode Listen Later Oct 21, 2021 36:36


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    Unscripted Equity Curiosity Episode 2. Intro to Freebird: Is Content Still King?

    Play Episode Listen Later Oct 21, 2021 43:22


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    Unscripted Equity Curiosity Episode 1: Investing in Asian Equities

    Play Episode Listen Later Oct 21, 2021 29:56


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    Unscripted Equity Curiosity Episode 17. Recent TMT Cycle Data Points Plus Andrew & Felix Call Out The Ten Year Trend

    Play Episode Listen Later Oct 21, 2021 40:23


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    Unscripted Equity Curiosity Episode 16. Ongoing China Equity ShtShow: The S-T & L-T Outlook with Felix

    Play Episode Listen Later Oct 21, 2021 36:49


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    Unscripted Equity Curiosity Episode 15. The Sound of Freebird's Music (SPOT, TME)

    Play Episode Listen Later Oct 21, 2021 30:24


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    Unscripted Equity Curiosity Episode 14. Curtain Call For The Great Leslie Stretch (MDLA)

    Play Episode Listen Later Oct 21, 2021 28:44


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    Unscripted Equity Curiosity Episode 13. Best Equities To Buy On F&^%$D Up China Pullback

    Play Episode Listen Later Oct 21, 2021 35:08


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