#307: Is SpaceX’s IPO a Buy?

With all the talk of IPOs and upstarts, it’s a great time to remember that legacy players can still pack a punch. This week, we look at two companies that have been on public markets for decades and have been all over the headlines lately: Intel(NASDAQ: INTC) and Berkshire Hathaw ...  Show more

In light of Allbirds’ (NASDAQ: BIRD) head-scratching transition to an AI compute infrastructure company, Mike and Emmet break down some of the market’s best and worst business pivots.In simple terms, a pivot is when a business decides to stop doing what it’s known for and pursue ...  Show more

A special interview with one of the great minds of the Energy Transition. Dr. Doug Arent is the Executive Director of Strategic Public– Private Partnerships at the National Renewable Energy Laboratory in Golden, Colorado, U.S and Distinguished Fellow, World Economic Forum.   He j ...  Show more

How is the energy transition going? It depends on who you ask. But for energy investors, plenty of profit opportunities remain in both traditional oil and gas stocks and companies focused on renewable power – and should continue to do so for years. Meanwhile, utilities are quietl ...  Show more

Clean energy investment in the US grew $50 billion last year. With interest rates easing and inflation in decline, the market appears to be well positioned to meet skyrocketing power demand from sources like artificial intelligence and data centers. Yet it’s not all smooth sailin ...  Show more

The world is grappling with the need to hit the global Net Zero by 2050 target which means the net amount of greenhouse gases emitted into, and removed from, the atmosphere is zero by that date. All the while providing safe, secure and affordable energy for citizens. A tug of war ...  Show more