RiskReversal Pod

Okay, Computer: Range Anxiety with Dan Teran, Max Veggeberg and Eric Owski

May 24, 2023
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Episode notes
1
Introduction
00:00 • 3min
2
Apple Announces Multi-Billion Dollar Deal
02:38 • 2min
3
Apple and Tim Cook's Diversification in China
04:35 • 2min
4
The Importance of Face in China's Chip Industry
06:51 • 3min
5
Nvidia's 8% Implied Move in the Options Market Into Their Earnings Print
09:34 • 2min
6
AMD Stock Sells Off 9% on May 2nd
11:12 • 2min
7
The Risks of Artificial Intelligence Displacement
13:01 • 2min
8
The Rise and Fall of Uber and the Digital Twins
14:35 • 2min
9
The Importance of Advertising in the Economy
16:18 • 3min
10
Gutter Fund Zero and Fund One: A Different Approach
19:21 • 3min
11
The Impact of the IRA on the HomeElectrification Market
21:54 • 2min
12
The Importance of HVAC in the US
23:26 • 3min
13
The IRA and the Debt Ceiling Debate
25:59 • 2min
14
Elon Musk's Investor Day on EV Adoption
28:25 • 3min
15
The Impact of Incentives on HVAC Systems
31:17 • 2min
16
The Impact of the IRA on the Energy Market
33:00 • 2min
17
The IRA and the Demand for Investments
34:54 • 3min
18
The Future of EV Production
37:56 • 2min
19
The Threat to Tesla
39:50 • 2min
20
The Future of Heat Pumps
41:51 • 2min
21
The Debt Ceiling Debate
43:28 • 2min
22
The 370 Billion for Clean Energy
45:15 • 2min
23
The Disproportional Impact of the IRA on the South
47:03 • 2min
24
The Importance of Incentives in Rural Areas
48:57 • 2min
25
The Benefits of Home EV Charging
51:13 • 3min