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Sector Head Spotlight | Industrials Sector Head Jay Van Sciver

Hedgeye Podcasts

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The Bricks Boom and the Unwind of the Global System

Robert McGordy is director of subscriber development at HEDJI. He says the bricks boom and bust in China was a big theme for industrial manufacturing. It also took away from automation, he adds. Now we're seeing some of the unwind of that now, according to McGordy.

Play episode at 04:50
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