Jul 14, 2019
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...
Jul 5, 2019
Carl E. Walter, longtime bank executive and coauthor of “Red
Capitalism,” joins the program to discuss important recent
happenings in China.
2:55 Reading the tea-leaves
8:12 Baoshang Bank: A small fish causing big problems
14:12 Hong Kong and the mainland
19:56 More stimulus on the way?
24:38 Swapping loans for...