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EssentialThe Essential Conversation

Virtualization - The Next Big Multi-Year Theme

Featuring Daniel J. Arbess

Oct 18, 2017 • 24 minutes

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Essential

The Essential Conversation

Virtualization - The Next Big Multi-Year Theme

Renowned macro manager Dan Arbess, outlines to Michael Green the opportunities in Virtualization the displacement of capex...

Featuring Daniel J. Arbess

Oct 18, 2017 • 24 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

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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