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    The data couldn’t be clearer — Grant’s Current Yield Podcast Ep. 93

    Jay Van Sciver, head of industrials at Hedgeye Risk Management, comes by to discuss opportunities in cyclicals, the state of the economy and som

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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.
    @hedgeyeindstris
    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

    Subscribe to Grant’s Podcast on iTunesStitcheriHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com

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