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David Trainer

Financial expert discussing the impact of the Fed and liquidity on markets

Top 3 podcasts with David Trainer

Ranked by the Snipd community
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17 snips
Sep 25, 2023 • 1h 1min

Value After Hours S05 E 34 New Constructs' David Trainer on Forensic Accounting, ML/AI and (1+ r)^n

Forensic accounting expert, David Trainer, joins the podcast to discuss topics such as ML/AI in forensic accounting, enduring drawdowns in the market, analyzing employment indicators, Google's sales growth and employee culture, risks of non-bank lenders, the uncertainty of the housing market, and analyzing a company's challenges and flaws in the traditional car dealership model.
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Mar 9, 2024 • 10min

Excess liquidity; pockets of opportunity in energy + industrials

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
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Aug 23, 2023 • 50min

Peloton and Nvidia Share Earnings Spotlight

Discussing Peloton's declining stock value, weak revenue forecast, and product recall. Exploring challenges faced by the company, including high salaries and weak corporate governance. Evaluating Peloton as an investment and bankruptcy possibility. Exploring difficulties faced as an acquisition target and discussing the impact of Nvidia's stock price on investors. Highlighting Nvidia's transition to accelerated computing and generative AI. Discussing strong Q3 earnings, upbeat revenue forecast, and increasing demand for AI processors. Discussing the political landscape and ongoing legal issues. Evaluating Jay Powell's handling of inflation and choosing between Jay Powell and the NVIDIA CEO for insights. Discussing stock market performance, upcoming events, and cautious investment strategies.