Virtualization – The Next Big Multi-Year Theme

Published on
October 18th, 2017
Duration
25 minutes


Virtualization – The Next Big Multi-Year Theme

The Interview ·
Featuring Daniel J. Arbess

Published on: October 18th, 2017 • Duration: 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.