"The guest argues that BP and Petrobras are undervalued opportunities because their strong upward shifts in executive sentiment have not been matched by their stock price returns."

"The guest argued that select energy companies with low-cost, long-tail assets offer highly attractive double-digit free cash flow yields at $75-$80 oil."

"The guest presented a bullish case for select large-cap emerging market equities, particularly in Brazil, due to low valuations and high dividend yields."