Predicting the winners and losers of earnings season

Jun Bei Liu of Tribeca Investment Partners (current conference manager) and Blake Henricks of Firetrail Investments (conference manager alum) discuss the upcoming earnings season; what to look for, whether they’re bullish or bear on particular sectors and call out where the re-rating opportunities are. 

You can watch the discussion below, and view the episode show notes on the Livewire video here.