Virtualization – The Next Big Multi-Year Theme (RE-RELEASE)

Published on
December 6th, 2020
26 minutes

Virtualization – The Next Big Multi-Year Theme (RE-RELEASE)

The Archives From Real Vision ·
Featuring Daniel J. Arbess

Published on: December 6th, 2020 • Duration: 26 minutes

Renowned macro manager Dan Arbess, outlines to Michael Green the opportunities in 'Virtualization'—the displacement of capex and labor with integrated hardware/software – as a service. He sees this as a powerful driver of the next corporate profit cycle and competitiveness, benefitting shareholders but increasing wealth concentration and creating headwinds to job growth, which ultimately could challenge the consumer economy globally. Filmed on September 27, 2017, in New York.