ET - Time To Bet Heavily On Energy With J Mintzmyer And Michael Boyd (Podcast Transcript)

• The Marketplace Roundtable podcast series continues with a review of the energy sector and why it's time to begin allocating more heavily to this area of the market.
• Michael Boyd, Head of Research at Energy Income Authority, joins us to offer post-election insights and positioning views into 2021.
• We discuss higher level views on the industry, subsegments within the energy space, and Michael shares some of his top long and short picks.
• Range of stocks discussed from the bellwethers like SLB and XOM to more interesting recent trades in names like ALTM and DCP.
• A full transcript of our interview also is attached.

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