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It's all about liquidity - David Trainer
Jul 3, 2023
41:24
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Episode notes
1.
Introduction
2min
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2.
The Future of Investing
2min
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3.
The Fed's Hope for Investors
2min
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4.
The Fed's Action on Q3 Earnings
2min
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5.
The Disruption of the Stock Market
4min
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6.
The Return to Nuttiness of Zombies
3min
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7.
Uber's KPI Adjusted EBITDA Is a Bad KPI
3min
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8.
Tesla: A Good Stock to Look Out For
2min
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9.
The Future of Electric Vehicles
4min
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10.
JP Morgan Is a Better Business Than the S&P 500
3min
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11.
Regional Banks vs. Bigger Banks
2min
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12.
The Importance of Discipline in Investing
3min
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13.
The Importance of Discipline in AI Hype
2min
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14.
The Importance of Discipline in the Tech Space
5min
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15.
The Importance of Discipline in Investing
3min
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Show more
David Trainer
discusses sectors, stocks and investing strategies.
(2:05) For near-term, it's really all about liquidity
(9:10) Looking at the market from a sector level
(15:40) Uber's valuation still extremely expensive
(18:35) David's long stock picks
Transcripts available on Seeking Alpha
3 Stocks David Trainer Recommends Based On His Direct Cash Flow Valuations
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