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EssentialThe Archives From Real Vision

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

Featuring Daniel J. Arbess

Dec 06, 2020 • 25 minutes

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Essential

The Archives From Real Vision

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

Dan Arbess outlines the opportunities in "Virtualization" - the displacement of capex and labor with integrated hardware/software - as a service.

Featuring Daniel J. Arbess

Dec 06, 2020 • 25 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. Show More

Because of our focus on long-form content that strives to go beyond today's headlines, Real Vision has always had stand-out interviews that age like a fine wine, holding their relevance and, in some circumstances, even improving in quality as the world catches up with ideas well ahead of their time. Every Sunday, a member of our editorial staff will select a video for re-release from Real Vision's extensive archives that is either relevant because of its educational value for topics like investment process or trading, its actionable investment or trade ideas, or its relevance in terms of understanding timely events and predictions which seem to be unfolding right before our very eyes.

More Episodes

Because of our focus on long-form content that strives to go beyond today's headlines, Real Vision has always had stand-out interviews that age like a fine wine, holding their relevance and, in some circumstances, even improving in quality as the world catches up with ideas well ahead of their time. Every Sunday, a member of our editorial staff will select a video for re-release from Real Vision's extensive archives that is either relevant because of its educational value for topics like investment process or trading, its actionable investment or trade ideas, or its relevance in terms of understanding timely events and predictions which seem to be unfolding right before our very eyes.

More Episodes

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