Sector Head Spotlight | Industrials Sector Head Jay Van Sciver

Apr 16, 2023

33:00

AI Chapters

Episode notes

Introduction

3min

The Importance of Quantum Mechanics

2min

The Bricks Boom and the Unwind of the Global System

2min

The Evolution of Processes in Shipbuilding

4min

The Importance of Alpha in the Market

5min

Tesla's Competitive Industry Dynamics

2min

The Future of Industrials

4min

Industrials in the Backlog Cycle

3min

The Importance of Active Listening

4min

10.

The Role of Industrials in the SMP

3min

Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends.

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Aired on April 6, 2023 (Watch video version on YouTube)

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