Prepare for the 'L-Shaped' Recovery: David Neuhauser, Livermore Partners

Released Tuesday, 30th June 2020
 1 person rated this episode
David Neuhauser of Livermore Partners joins the podcast to discuss his expectation of a "L-shaped" economic recovery and corresponding sideways market activity in the years to come. 
There are still opportunities for investors. Here Neuhauser is bullish on certain companies tied to hard assets like oil and copper.
Content (Spotify listeners can click on the timestamp to link to the section directly)
  • The "best days" of the market rally have likely passed (3:00), expect more rangebound markets in the short run (4:24);
  • What this period of low growth means for markets in the medium term (8:16);
  • What it means to be a contrarian today (9:39);
  • Background on the guest (12:11);
  • How he spends his time in terms of activist situations (17:40);
  • More specifics on opportunities in energy markets. Hint: it's not in shale (20:31);
  • Concerns about the demand picture? (24:09);
  • There will be a "massive reset" in markets and fundamentals will take hold, causing "further grinding" to the downside, especially amid high-priced securities (26:45);
  • Neuhauser's process for finding opportunities (27:46).
For more information on the guest:
Not intended as investment advice.
Very interesting podcast. A good description of where we are now in the markets with the central bank intervention, plus ideas about where to invest for the future. Intelligent and informed. Helped me to clarify my strategy during these tricky times for investing.
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Episode Details

Length
37m 10s
Explicit
No

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