Industrial Strength: Making Sense of the Sector

Nov 06, 2019 • Duration: 00:27:46 • Topic: Industrials, Equities, Global Outlook, US Economy, Macro

Scott Davis of Melius Research unpacks his view on the industrials. Davis makes the overall case for the sector, discusses how industrial stocks are deeply entwined with national economies, and explains how his overall thematic and macroeconomic views are related to individual names. Filmed on May 1, 2019 in New York.

Guest Name

Scott Davis

Keywords Name

Industrials, Equities, Global Outlook, US Economy, Macro

Show Name

Real Vision Classics