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In this new Real Vision interview, Jay Van Sciver, sector head of industrials and materials at Hedgeye, discusses why building-product stocks like Mohawk Industries have been underperforming the stock market for the past year. He reviews why that underperformance could be nearing an end, outlines the evidence for an upcoming rebound in residential construction, and notes how traders can take advantage of that rebound, in this interview with Justine Underhill.  

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Real Vision | "Trade Ideas" Featuring Jay Van Sciver - z hedgeye jay van sciver