Okay, Computer: Range Anxiety with Dan Teran, Max Veggeberg and Eric Owski
RiskReversal Pod
00:00
The Impact of the IRA on the Energy Market
The incentives in the solar market caused an explosion in demand, caused this price to drop sustainably. And I think we'll see the same thing across these categories. How do you and James think about this as an investment thesis going forward?
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Transcript
