2min chapter

Hedgeye Podcasts cover image

Sector Head Spotlight | Industrials Sector Head Jay Van Sciver

Hedgeye Podcasts

CHAPTER

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.

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