The data couldnt be clearer
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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/
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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
Subscribe to Grant\\u2019s Podcast on\\xa0iTunes,\\xa0Stitcher,\\xa0iHeart Radio\\xa0and\\xa0Google Play Music.\\xa0Grant\\u2019s Interest Rate Observer is available at\\xa0http://www.grantspub.com
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