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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