Virtualization – The Next Big Multi-Year Theme
Featuring Dan Arbess
Published on: October 18th, 2017 • Duration: 25 minutes • Asset Class: Equities • Topic: Technology, Global OutlookRenowned 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.