
Sector Head Spotlight | Industrials Sector Head Jay Van Sciver
Hedgeye Podcasts
00:00
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.
Transcript
Play full episode