David Trainer likes energy, JPMorgan over S&P; Uber, Tesla + Nvidia too expensive

Feb 28, 2024 · 36m 30s
David Trainer likes energy, JPMorgan over S&P; Uber, Tesla + Nvidia too expensive
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David Trainer says the Fed and liquidity remain a salient driver of markets (0:40) Big opportunity now in energy and industrials (4:20). JPMorgan safer than the S&P (19:10). Uber, https://seekingalpha.com/article/4653772-nvidia-taking-overvaluation-to-an-artificially-high-level?source=ie_podcast:david_trainer_likes_energy_jpmorgan...

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David Trainer says the Fed and liquidity remain a salient driver of markets (0:40) Big opportunity now in energy and industrials (4:20). JPMorgan safer than the S&P (19:10). Uber, Nvidia and Tesla all too expensive (21:05).

Show Notes:
Uber A Zombie Stock; Ford, GM Have Scalability And Expertise
Tesla Q2 Earnings Confirm Our Thesis, It Is One Of The Most Overvalued Stocks
It's All About Liquidity

Episode transcripts

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Author Seeking Alpha
Organization Seeking Alpha
Website seekingalpha.com
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