Virtualization – The Next Big Multi-Year Theme

Featuring Dan Arbess

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.

Published on
18 October, 2017
Topic
Global Outlook, Technology
Duration
25 minutes
Asset class
Equities
Rating
87

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