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3min chapter
Sector Head Spotlight | Industrials Sector Head Jay Van Sciver
Hedgeye Podcasts
Introduction
Robert McGrory: We're going to review the background and process of a Hegri sector head, as well as discuss some specific key themes pertinent to today's market conditions. Jay Van Skyver will talk about how he narrows down all the ideas out there and the great companies that he could cover. And then we're going to go touch base on some key themes for 2023.
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