On episode 71 of The Compound and Friends, Gregor Macdonald joins Michael Batnick and Downtown Josh Brown to discuss the latest on the Sam Bankman-Fried saga, the inverted yield curve, electrification of the power grid, the growth of electric vehicles, peak oil, and much more!
More from Gregor:
https://twitter.com/GregorMacdonald
https://gregor.substack.com/
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00:00 - Intro
02:35 - Start of Show
05:30 - Sam Bankman-Fried
16:40 - Puff Pieces?
20:33 - Yield Curve
23:05 - Energy Transition
33:00 - Is the climate damage already done?
35:50 - Growth of Electric Vehicles
40:03 - NIMBY
44:30 - ESG and Oil
51:50 - Global Oil Demand
57:50 - Tesla and Battery Capacity
01:10:17 - The Nuclear Problem
01:19:00 - Favorites
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