Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Introduction
00:00 • 3min
The Importance of Quantum Mechanics
02:54 • 2min
The Bricks Boom and the Unwind of the Global System
04:50 • 2min
The Evolution of Processes in Shipbuilding
07:02 • 4min
The Importance of Alpha in the Market
10:38 • 5min
Tesla's Competitive Industry Dynamics
16:01 • 2min
The Future of Industrials
18:13 • 4min
Industrials in the Backlog Cycle
22:11 • 3min
The Importance of Active Listening
25:40 • 4min
The Role of Industrials in the SMP
29:33 • 3min