Jose Valcourt
Global Tech team analyst at Hedgeye who discusses technology and supply-chain impacts (including semiconductors and AI) and provides sector-specific insights during the episode.
Best podcasts with Jose Valcourt
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Mar 15, 2026 • 51min
Hedgeye NexGen | Episode 33 | Inflation (Iran Conflict Edition)
Jose Valcourt, a Global Tech analyst focused on semiconductors, AI and supply chains, joins to unpack tech and logistics risks. They explore how Middle East oil and shipping disruptions push inflation through fuel, transport and food costs. Conversation also touches on tanker insurance, airline pricing, and how AI and supply shocks reshape jobs and sector-specific pressures.
