EV and Autonomy State of the Union

Travis Hoium, Lou Whiteman, and Rick Munarriz explore what separates exceptional long-term investments from the rest, from classic Rule Breaker traits to the enormous upside of finding a rare 10x or 100x winner. They examine how the AI era could favor deep-pocketed incumbents, wh ...  Show more

For many buy-and-hold investors out there just getting started, knowing how to understand businesses better is one of the first skills to develop. One term that the financial media world has developed for business strengths is economic moat: that “it factor” that keeps its compet ...  Show more

Tesla’s robotaxis are coming to Austin this summer. Waymo is already logging 250,000 driverless rides per week. And thanks to loosened U.S. regulations, the race to dominate autonomous vehicles just hit a new gear. This episode breaks down the major players and the strategies pow ...  Show more

We talk about electric cars quite a lot on this podcast, but this week, we're moving to two wheels as LiveWire — the electric motorbike spinoff of Harley Davidson — gets set to go public via a SPAC.

In this episode, we also talk about:

Can Tesla still take over the world – or is the end nigh for the ambitious electric car company? Charley Grant of the Wall Street Journal and Mark Spiegel of Stanphyl Capital join to discuss. Plus, in the long/short segment, Grant Williams and Alex Rosenberg trade the political c ...  Show more

Self-driving cars have been on the horizon for quite some time. But, they might actually be here.

We got to ride around in one all over San Francisco with Waymo’s Chief Product Officer, Saswat Panigrahi.

We discussed so much, including the five levels of autonomy, ...