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.

Episode 5: Jay Van Sciver, Hedgeye Industrials & Materials Analyst

Welcome to Hedgeye: In The Arena.Our Director of Sales Daryl Jones will be your personal tour guide into the world of Hedgeye and the investing world beyond.President Theodore Roosevelt once said:  “The credit belongs to the man in the arena. Whose face is marred by dust and sweat and blood, who knows the great enthusiasms the great devotions and spends himself in a worthy cause; who at best knows the thrills of high achievement and if he fails at least fails daring greatly so that his place shall never be with those cold and timid souls who neither know victory nor defeat.”We can relate to Teddy’s sentiment in that quote as we grind day in and day out to produce the best analysis possible. We don’t pretend to be the smartest people in the room but we damn sure work the hardest. This podcast will give you a glimpse inside our locker room, to really get to know our team, our failures, our wins, our process and our goals.

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Veteran Hedgeye Director of Research "Big Alberta" Daryl Jones gets interviewed in the 26th episode of Hedeye | In The Arena by Media VP Dan Holland. Daryl gets candid and shares his journey from a small town in Canada (with one stop sign and one bar) to playing hockey at Yale University with Hedgeye CEO Keith McCullough. This engaging talk hits on a wide ranging array of topics including:Hedgeye's beginning and research edgePolicy and fundamental researchOwning a NHL hockey team Favorite stock and macro ideasBest and worst investing decision(s)

Episode 26: Daryl Jones, Hedgeye Director of Research & Sales

Registered investment advisor and author of MishTalk  Mike "Mish" Shedlock joined Daryl Jones for the 25th episode of Hedgeye | In The Arena.  In this wide ranging conversation Mish shares his seasoned views on many topical items including:Good Reason to Expect Recession: Greenspan doesn'tRate Cut or Hike What's Next: It's clear what they want to doCentral Bank Independence: I would abolish the Fed in a second  Inflation or Deflation Debate: There is a lot of hidden inflation Favorite Asset Classes: Gold and treasuries 

Episode 25: Mike "Mish" Shedlock, RIA, Author, "MishTalk"

Hedgeye Communications analyst Andrew Freedman sat down with Daryl Jones for the 24th episode of Hedgeye | In The Arena.  Freedman storied his unprecedented path to research analyst, discussed his passion for stock picking, his ever-evolving research process and where he stands on his short Netflix (NFLX) thesis.

Episode 24: Andrew Freedman, Hedgeye Communications Analyst

Charlie Gasparino, Senior Correspondent at Fox Business Network joined Hedgeye's Daryl Jones for the 23rd episode of Hedgeye: In The Arena.  Gasparino pulls no punches on a number of important subjects in this wide-ranging interview including the changing landscape of media, controversial stock stories, consequences of the presidential election and much more.

Episode 23: Charlie Gasparino, Senior Correspondent, FOX Business Network

Hedgeye Energy Policy analyst Joe McMonigle joined Daryl Jones to tackle some of the most important questions facing energy investors today in our 22nd episode of In The Arena.  Daryl jumped right in by asking Joe, "What do you see as the single greatest risk to oil markets right now"? Joe held nothing back and detailed the current geo-political risk, "The attack on the oil processing facility in Saudi Arabia really awakened the geopolitical risk factor. I still think it’s not fully priced in yet. I think there's a lot of my more risk to be had in the oil market as a result of that middle East conflict." Topics Joe and Daryl covered in this insightful and somewhat alarming conversation included:Geopolitical Risks: Iran’s maximum chaos theoryAramco IPO: the “deal of the century”, delays, and valuationsU.S. Energy Policy: impacts from the Presidency, fracking ban, and stock competitiveness 



Episode 5: Jay Van Sciver, Hedgeye Industrials & Materials Analyst

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