Excess liquidity; pockets of opportunity in energy + industrials

Mar 9, 2024 · 9m 52s
Excess liquidity; pockets of opportunity in energy + industrials
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David Trainer https://seekingalpha.com/author/david-trainer?source=wsb_podcast:excess_liquidity_energy_industrials the Fed and liquidity remain a salient driver of markets (0:23). Big opportunity now in energy and industrials (3:40). This is an abridged conversation from Seeking Alpha's...

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David Trainer says the Fed and liquidity remain a salient driver of markets (0:23). Big opportunity now in energy and industrials (3:40). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.

Episode transcripts: seekingalpha.com/wsb

Show links:
It's All About Liquidity
Opportunity Today Is In Energy, Especially Oil And Gas - Chris DeMuth Jr.
Citi says no U.S. soft landing, recession signs by summer
Rate cuts can start this year if disinflation continues: Powell in Senate hearing

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Author Seeking Alpha
Organization Seeking Alpha
Website seekingalpha.com
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