In this installment of "In The Arena," host Daryl Jones is joined by Hedgeye Industrials and Materials analyst Jay Van Sciver. In this episode Jay and Daryl dive deep into developing edge as a research analyst and some of Jay's best, worst and favorite calls (GE, DE, TSLA) and how the industry is changing.  

The duo also discuss Jay's journey from a chemistry major at Yale University, to co-founding his own fund, to joining Hedgeye.