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Jadestone Energy

Season 2, Episode 21: Prepare for the ‘L-Shaped’ Recovery

With David Neuhauser, Livermore Partners

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:

  • 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.

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