The data couldn’t be clearer
Jay Van Sciver, head of industrials at Hedgeye Risk Management, comes by to discuss opportunities in cyclicals, the state of the economy and some of our favorite profitless unicorns.
@hedgeyelndstrls
https://www.linkedin.com/in/jay-v-6740985/
2:10 Decelerating growth and replacement demand
5:13 Jay’s preferred metrics
11:07 Why don’t Uber and Lyft make money?
15:38 Down on the farm
18:26 Jay’s favorite ideas
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