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 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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