The data couldnt 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/ \xa0 2:10 Decelerating growth and replacement demand 5:13 Jay\u2019s preferred metrics 11:07 Why don\u2019t Uber and Lyft make money? 15:38 Down on the farm 18:26 Jay\u2019s favorite ideas
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