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.
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