There's just not enough green metals around and there's not enough new minds being cited to come anywhere near those projections. One of the major constraints ironically is violent opposition on the part of the exact same environmentalists who would like to see this electrified future, this global utopia. The EPA is making carbon emissions so restrictive that some two-thirds of all new cars in the US will be mandated to be electric by the early 2030s. This is literally impossible. It opens up several interesting opportunities from an investment perspective because just because it's impossible doesn't mean tens of billions of dollars won't be wasted trying to do it.
Streaming video was an industry in flux even before this weekend's surprise news. (00:21) Jason Moser discusses: - Ripple effects for Peacock in the wake of NBCUniversal CEO Jeff Shell resigning - Disney, and the fate of NBCUniversal's minority stake in Hulu - Johnson & Johnson aiming to raise $3.5 billion in the IPO spinoff of its consumer healthcare division (11:31) Nick Sciple continues his conversation with anonymous Substack writer Doomberg about Tesla's plans for the future and investing for energy pinch points. Companies discussed: CMCSA, DIS, JNJ, TSLA Host: Chris Hill Guests: Jason Moser, Nick Sciple, Doomberg Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd
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