Baird's Spencer Sees Oil Explorers as 'Underowned, Underbelieved'

The video discusses investment strategies, focusing on value stocks, financials, and oil stocks. It highlights the potential of financials due to stock buybacks and dividend increases, and the undervaluation of oil stocks. The speaker is optimistic about the market, dismissing fears of a US recession, and emphasizes the importance of choosing the right sectors, particularly value stocks, in the current economic climate.

How does the speaker view the potential for a US recession in 2020?

What is the speaker's outlook on inflation and interest rates?