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Michael Taylor

@Mike_Taylor1972 • 63,434 subscribers

PM of $PINK Shares for the Cure. Healthcare Hedgefund Manager for past 20 yrs. Scientist, Virologist, Humanitarian, Troglodyte w/a keyboard.

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I have felt this in: 2001 Internet bubble 2007 Housing bubble 2012 EU debt bubble 2020 Covid crisis 2026 AI bubble The same situation where the math does not work. It is RARE and it is NOW. We are now seeing demand destruction due to price. 2027 IMHO will be BLOTTO Porter Collins Hedgeye Keith McCullough Michael Green
1:05
Mike_Taylor1972's profile picture

I have felt this in: 2001 Internet bubble 2007 Housing bubble 2012 EU debt bubble 2020 Covid crisis 2026 AI bubble The same situation where the math does not work. It is RARE and it is NOW. We are now seeing demand destruction due to price. 2027 IMHO will be BLOTTO Porter Collins Hedgeye Keith McCullough Michael Green

Michael Taylor

41,785 views • 4 days ago

Last week on Hedgeye with Keith McCullough we talked about just this: we are on the cusp of meaningful Neg Pricing Power for AI. This IMHO is the GREAT risk to the model. The conversation is free on youtube rt now.
0:21
Mike_Taylor1972's profile picture

Last week on Hedgeye with Keith McCullough we talked about just this: we are on the cusp of meaningful Neg Pricing Power for AI. This IMHO is the GREAT risk to the model. The conversation is free on youtube rt now.

Michael Taylor

27,081 views • 1 month ago

$PCT comments on Hedgeye 2 weeks ago.
1:54
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$PCT comments on Hedgeye 2 weeks ago.

Michael Taylor

35,370 views • 5 months ago

In 4Q we talked about T1 energy $TE as a 5x+ return at $3.00 on ⁦Hedgeye⁩ with ⁦Keith McCullough⁩. Many steps along the way have been accomplished. Kudos to them (and us!)!
1:24
Mike_Taylor1972's profile picture

In 4Q we talked about T1 energy $TE as a 5x+ return at $3.00 on ⁦Hedgeye⁩ with ⁦Keith McCullough⁩. Many steps along the way have been accomplished. Kudos to them (and us!)!

Michael Taylor

45,474 views • 9 months ago

The long end of the yield curve: something just broke. Am surprised the mkt digested this so quickly.
0:30
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The long end of the yield curve: something just broke. Am surprised the mkt digested this so quickly.

Michael Taylor

41,516 views • 1 year ago

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