EP038: AI's Next Surprise Inflection–Construction Rentals? With Jarrett Harris from Iron Advisor Insights
Jarrett Harris, from Iron Advisor Insights was my go to person for industrial channel checks when I was at Citadel and Millennium. He’s from Peoria, IL, the original HQ of Caterpillar ($CAT) and spends his days talking to heavy equipment dealers. He is now part of Iron Connect, a dealer wholesale network with proprietary data that gives me an edge on when the heavy equipment cycles are inflecting.
After catching-up with Jarrett in this episode, it is likely we are seeing early signs of a price inflection for rental equipment potentially impacting: $URI, $EQPT, $SUNB, $HRI
"The data center…
The skinny
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