- 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.
For further details see:
Time To Bet Heavily On Energy With J Mintzmyer And Michael Boyd (Podcast Transcript)