Yes, very wrong. Allowing business to plan & invest money based on a codified policy & then abruptly changing that policy. Think what you want about renewables, but general business tends to work best with stable laws and policies. This holds doubly true for multi-year infrastructure investments.

All due respect to the podcast (which is great overall), but Rob seems like a guy who was on the wrong side for the past 10-15 yrs and now sounds smart against the backdrop of a volatility spike. And, thanks for the value lesson on Telsa, really fresh take. Pls have Viktor Shevts on.

Agree. Dems largely provide Trump with a stream of easy issues with easily claimed wins. If tariffs and, to a lesser extent, deportations continue, Dems will be able to hang the resulting inflation directly on the administration. Their ability to capitalize on that remains in question.

At least twice, this individual said a recession was coming with no timeline offered. Very limited actionable insight offered, but does provide a decent opportunity to check positive biases for some.