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Podcast: C.O.B. Tuesday
Episode: "Isn't Schlumberger An Energy Transition Stock?" And Other Musings Featuring James West, Evercore ISI
Description: Today it was our pleasure to host James West, Senior Managing Director and Partner at Evercore ISI. James heads Evercore's oil service, equipment and drilling research team as well as the sustainable technologies and clean energy team and has an extensive research career covering the OFS sector. As you will hear, we had a hard time wrapping up the discussion as the scope of what James sees, analyzes and discusses daily covers a broad range within energy, across the globe, and across a broad swath of investor types. It was a fantastic discussion. In our conversation today, w...