5min chapter

Hedgeye Podcasts cover image

Sector Head Spotlight | Industrials Sector Head Jay Van Sciver

Hedgeye Podcasts

CHAPTER

The Importance of Alpha in the Market

I'm not a value person who thinks that like, it's everywhere and always has to be a value approach. But I do think that there are moments when, for example, AB shares, right, two classes,. A stock in the case of EW, I think it's like an amazing example right now. We have Porsche's trading from which owns 75% of, or a VW and 70% of Porsche. These are things we can do on the data collection side at Hedgei looking at the most common or credit card trends. And whether people want to buy electric cars? You know, these are important indicators that aren't company-specific.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode