David Trainer likes energy, JPMorgan over S&P; Uber, Tesla + Nvidia too expensive

David Trainer says the Fed and liquidity remain a salient driver of markets (0:40) Big opportunity now in energy and industrials (4:20). JPMorgan safer than the S&P (19:10). Uber, Nvidia and Tesla all too expensive (21:05).Show Notes:Uber A Zombie Stock; Ford, GM Have Scalability And ExpertiseTesla Q2 Earnings Confirm Our Thesis, It Is One Of The Most Overvalued StocksIt's All About LiquidityEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions