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MacroVoices #288 Paul Krake: Mega themes for 2020s

Macro Voices

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The Climate, the Climate Transition, Does Have Consequences

i'm a huge believer that the consensus of the sale of 30 million e vs by 20 25 is just going to be way off base. Yet, we're making all of this huge investment because things like tesla are incredibly cool and sexy and hot to invest in right now. But it won't work unless we do some other things, like build out the electric grid - which nobody has a plan for. And there's certainly more of a mover over an over overriding priority to make sure that every facet of climate policy is met. I think that europea is somewhere in the middle with the help of the b lnitiative on global warming.

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