Jay Van Sciver, Head of Industrials and Materials at Hedgeye, shares his thoughts on industrials and materials in 2023. Automobiles, Elon Musk, rails, Norfolk Southern, geopolitical commodities landscape - this podcast runs the gamut; tune in to hear Jay's takes on it all.

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Chapters:

[0:00] Introduction + Episode sponsor: Hedgeye

[1:07] Industrial Sector overview: quick takes on VW, Porsche and other auto makers

[5:31] Additional thoughts on Volkswagen and Lucid

[7:53] Corporate governance issues: specifically referring to Jay's take on Elon Musk

[13:27] Brand awareness of Tesla vs other EV brands

[19:40] Is now the right time to short Tesla?

[25:32] Why does the Porsche short trade exist?

[30:55] Jay's bearish case for Uber

[38:25] Additional thoughts on industrials, specifically, Jay's thoughts on rails

[44:20] Understanding Rails' valuations

[48:05] Opportunity in Norfolk Southern?

[48:59] Materials Jay is looking at

[52:52] Closing remarks

Today's episode is sponsored by: Hedgeye

This podcast is sponsored by Hedgeye. Hedgeye does fantastic work, and I think that shines through in the conversation we have today. If you like the conversation and are interested in learning more, please check out hedgeye at hedgeye.com