Ben Kallo

Financial analyst Ben Kallo from RW Baird shares his bearish take on Tesla, highlighting risks and skepticism around the stock while discussing the Cybertruck, lithium bottom, and solar themes. The hosts also cover topics such as Fed cut expectations, gold rally, yen weakness, gambling stocks, and the Jobs Report

In this engaging discussion, Ben Kallo, a Senior Research Analyst at Baird specializing in sustainable energy, dives deep into Tesla's recent Q1 delivery numbers and the challenges of ramping up production. He highlights the fierce competition from Chinese manufacturers like BYD and explores the implications for Tesla's market share and margins. Ben also shares exciting insights on the potential launch of Tesla's mass market vehicle and the future of robo-taxis and Optimus robots, while reflecting on Elon Musk's pivotal role in shaping the company's valuation.