In this clip from The Call @ Hedgeye, Industrials analyst Jay Van Sciver & Hedgeye CEO Keith McCullough discuss industrial production and inventory relating to order numbers and labor.

“The bear case is that inventory doesn’t come off the ship, or that it doesn’t eventually come out of the manufacturers,” explains McCullough. “That’s not a bear case, that’s a ball underwater. You are going to get your face ripped off.”

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