In this episode, RPK, Sam, David & John discuss the latest all-time market highs, take a deep dive on investing in Japan, break down the long-term trajectory of profit margins on data centers, and more.

Protect the Pile is a no-nonsense investment show where we cut through the market noise with a panel of seasoned practitioners who've been playing the game every single day for years—not theorists, but real money managers with skin in the game. Every episode, we bring together battle-tested investors to dissect the current landscape, debate the opportunities and risks, and help you navigate the markets with the Hedgeye framework. It's not Old Wall media, it is real-world experience, focused on one goal: protecting and growing your pile.

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Japan Dreams & Data Center Reality Checks | Protect the Pile: Episode 4

Hedgeye Podcasts

Japan Dreams & Data Center Reality Checks | Protect the Pile: Episode 4