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Sector Head Spotlight | Industrials Sector Head Jay Van Sciver

Hedgeye Podcasts

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The Importance of Active Listening

The caterpillar reported its highest margin ever in the fourth quarter of this year. The risk, like the upcycle is very powerful because it's supply chain difficulties and narrowing of competitive geography that contribute to those high margins. I think automation, a lot of technology is made more attractive to produce in Western Europe and the US. And then everyone starts talking about reshoring because of course people are ordering domestically.

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