Scott and Ed open the show by discussing how Netflix’s stock reacted to the Paul vs Tyson fight, Trump’s plan to ease restrictions on autonomous vehicles, and how pharmaceutical stocks reacted to RFK Jr.’s nomination to Trump’s cabinet. Then Jigar Shah, director of the Loan Programs Office at the Department of Energy, joins the show to discuss what’s driving the strategy at the DOE and how he handles the office’s $400 billion loan authority. He shares why people are choosing clean energy over natural gas (hint: it’s not just about climate change) and explains why diversification is the key to reliable energy. Finally, he breaks down what he thinks the DOE will look like under the Trump administration.
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