Jim Grant Podcast – The Data Couldn’t Be Clearer…
Grant’s Interest Rate Observer Podcast, Released on 7/14/19 Jay Van Sciver, head of industrials at Hedgeye Risk Management, comes by to discuss opportunities in cyclicals, the state of the economy and some of our favorite profitless unicorns. 2:10 Decelerating growth and replacement demand 5:13 Jay’s preferred metrics 11:07 Why don’t Uber and Lyft make money? […]