David Trainer likes energy, JPMorgan over S&P; Uber, Tesla + Nvidia too expensive
Feb 28, 2024•37 min
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Episode description
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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