What’s on our minds

Gene and Doug take the non-consensus approach to the current market chaos and cover the key components of a bubble: retail mania, leverage, and market valuations.

Gene and Andrew talk Tesla quarterly earnings recap, product launches, and what this means for investors in the near-term and long-term.

Andrew and Gene talk Apple’s quarterly earnings results, the accelerating digital transformation, and why Apple will continue to benefit long-term.

We recently shared these thoughts with our limited partners about current public market dynamics.  When someone asks if we’re in a market bubble, the expectation is for one of three answers: No Yes, but it isn’t ready to pop Yes,…

Gene’s joined by Matt Joyce (independent Tesla analyst) to preview Tesla’s December quarter to be reported on Wednesday, January 27th. Follow Matt on Twitter @matty_mogul.

Gene is joined by Strider Tech founders, Eric and Greg Levesque, to discuss a new era of global competition, government-sanctioned IP theft, and how to prevent it.

Gene and Andrew talk about Apple’s VR ambitions following a recent media report highlighting a headset is in development.

Gene is joined by first time Tesla owner, Clay Johnston, to talk about his experience traveling over 3k miles cross-country in his Model Y and addresses range anxiety, charging and cost savings.

The term podcasting, a combination of the word ‘iPod’ and ‘broadcasting’, is generally attributed to Ben Hammersley in an article written for the Guardian in 2004. Fun fact: in 2005, the New Oxford American Dictionary chose “Podcast” as the word of…

Gene and Andrew talk about the recent moves higher in TSLA, along with their outlook. Two takeaways: first, Apple adds near-term risk to TSLA stock, which means trading shares for the next year is dangerous. Long-term, they remain optimistic that…

Gene is joined by Rob Maurer of Tesla Daily who sets Gene straight that Tesla can make a lot of cars in 2021. Follow Rob on Twitter @TeslaPodcast and the Tesla Daily. 

Gene’s joined by Rob Maurer of Tesla Daily to talk about the rollout of the Tesla robotaxi fleet. Follow Rob on Twitter @TeslaPodcast and the Tesla Daily.