

Excess liquidity; pockets of opportunity in energy + industrials
Mar 9, 2024
Fed liquidity driving markets; Energy and industrials offer big opportunities; Citi predicts no U.S. soft landing; Rate cuts possible; Focus on oil and gas; Metallurgical coal and steel for clean energy; Fossil fuels vs. green energy production
Chapters
Transcript
Episode notes
1 2 3 4
Introduction
00:00 • 2min
Analysis of Fed's Current Actions and Investment Strategy
02:13 • 2min
Opportunities in Energy and Industrials Sectors, Emphasizing Metallurgical Coal and Steel Production for Clean Energy
03:43 • 4min
Long-term Outlook on Energy and Fossil Fuels vs. Green Energy Production
07:35 • 2min