Unscripted Equity Curiosity Season 3 Episode 13: “Is today’s A.I climate similar to 1999’s Internet Boom" (Plus China Trade War Impact on Semiconductor Multiples)

Update: 2023-07-08

Description

This is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm). On today's episode, Ami and Felix dive into the hot topic of A.I and its impact on today's market, as well as, Chinese policy impacts on the semiconductor space.

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In Channel

Unscripted Equity Curiosity Season 3 Episode 19: Daniel Biolsi Welcomes Unscripted To The World of Consumer Staples

2023-10-2156:10

Unscripted Equity Curiosity Season 3 Episode 18: Investing in GLL - House Rules with Todd Jordan and Sean Jenkins

2023-10-1401:07:15

Unscripted Equity Curiosity Season 3 Episode 17: Beginners Menu: Howard Penney Teaches Us How to Invest In The Restaurant Sector

2023-10-0757:48

Unscripted Equity Curiosity Season 3 Episode 16: Felix Discusses Disruptor MNSO, Former & Potential Disruptor BILI, & Gives a Quick Intro To China Internet

2023-09-3034:11

Unscripted Equity Curiosity Season 3 Episode 15: Brian McGough Shares The Process

2023-09-0901:06:24

Unscripted Equity Curiosity Season 3 Episode 14: Mid Earnings Check In: Hints Of Optimism In US Ad Recovery, China Stimulus Ahead

2023-07-2938:18

Unscripted Equity Curiosity Season 3 Episode 13: “Is today’s A.I climate similar to 1999’s Internet Boom" (Plus China Trade War Impact on Semiconductor Multiples)

2023-07-0842:42

Unscripted Equity Curiosity Season 3 Episode 12: "Turnings & Tech", Neil Howe Decodes China's Demographic Dance and A.I.

2023-06-1701:27:20

Unscripted Equity Curiosity Season 3 Episode 11: Beer Wars, "The Bud Light Impairment" with Hedgeye's Daniel Biolsi

2023-06-0358:46

Unscripted Equity Curiosity Season 3 Episode 10: Hedgeye's Rob Simone Wearing His Cape (No Tights) Fighting for Truth, Justice & Calling Out Total Bullsh*t

2023-05-2001:19:20

Unscripted Equity Curiosity Season 3 Episode 9: “Some Boats Are Rising”; Felix Wang on China’s Easy COVID Comps, High Unemployment (& Likely Stimulus), & SOE’s Making 52-Week Highs

2023-05-0632:33

Unscripted Equity Curiosity Season 3 Episode 8: Buying VC Growth Assets At Pennies On The $, Ami & Team Interview MBM Capital In Their Moment

2023-04-2201:21:06

Unscripted Equity Curiosity Season 3 Episode 7: #SteinerMagic on The Banking System, Contagion Risks and the Road Ahead

2023-04-0857:20

Unscripted Equity Curiosity Season 3 Episode 6: Felix Still Bullish on China? China Flex On US Diplomacy; TikTok; & Carrier 5G to 6G Transition

2023-03-1853:07

Unscripted Equity Curiosity Season 3 Episode 5: Data Wars & The New Digital Assembly Line

2023-03-0452:36

Unscripted Equity Curiosity Season 3 Episode 4: Take Your $$ To The Casino" (ft. Hedgeye's Todd Jordan, Sector Head of Gaming, Lodging, & Leisure)

2023-02-1853:26

Unscripted Equity Curiosity Season 3 Episode 3: TMT Investing In SouthEast Asia (ft. Venture Partner Alan Hellawell)

2023-02-0456:44

Unscripted Equity Curiosity Season 3 Episode 2: Ode to Quad4: Latest Data & How Bad Can It Get For TMT

2023-01-2148:07

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

2023-01-0744:41

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

2022-11-1249:51

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Unscripted Equity Curiosity Season 3 Episode 13: “Is today’s A.I climate similar to 1999’s Internet Boom" (Plus China Trade War Impact on Semiconductor Multiples)

#box-pro-ellipsis-175922925598523{-webkit-line-clamp:2;}Unscripted Equity Curiosity Season 3 Episode 13: “Is today’s A.I climate similar to 1999’s Internet Boom" (Plus China Trade War Impact on Semiconductor Multiples)

Unscripted Equity Curiosity Season 3 Episode 13: “Is today’s A.I climate similar to 1999’s Internet Boom" (Plus China Trade War Impact on Semiconductor Multiples)

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Unscripted Equity Curiosity Season 3 Episode 13: “Is today’s A.I climate similar to 1999’s Internet Boom" (Plus China Trade War Impact on Semiconductor Multiples)