What are the pros and cons of owning an electric vehicle (EV) compared with an internal combustion engine (ICE) vehicle? Are electric vehicles worth it? Topics covered include: What is the total energy consumption for EVs versus ICE vehicles including energy expended to produce the vehicles and energy used to produce the electricity and refine the gasoline that run the vehicles.What vehicles weigh the most, ICE, EVs, or hybridsHow the mix of renewables and coal in the power grid … [Read more...]
305 Plus: Mid Month Update, Tesla, Earnings Surprises, and Cadence Lending Platform
In Plus Episode 305, we review stock market returns month-to-date and the latest economic releases. We discuss the impact of Tesla and other high-flying stocks being added to stock indices and a fundamental approach to indexing that avoids large weightings in the most expensive stocks. We review how stock analysts estimate company earnings and why companies are more likely to exceed analysts' estimates today versus prior to 2002. Finally, we consider the risk and opportunities with the … [Read more...]
265: Invest Like A Tesla
How the composition of Tesla's autopilot software gives clues to how we should invest, recognizing there are no perfect algorithms for driving or investing. In this episode you’ll learn: Why Americans are afraid of self-driving cars.How autonomous automobile software works.Why people reject even the best possible algorithms.What are examples of safety features and rules of thumb we should build into our investing process.Why does everyone think a recession is coming soon even … [Read more...]
202: Will Your Next Car Be Electric?
What are the impediments to the mass adoption of electric vehicles. Photo by Matt Henry In this episode you’ll learn: How much safer are cars and whyWhy electric cars are more expensive.Why manufacturing expertise will determine who are the leaders with electric cars.What could prevent mass adoption of electric cars. Show Notes Traffic Fatalities by State Motor Vehicle Fatality Rate in U.S. by Year Why Cars Are Safer Than They Have Ever Been - Popular … [Read more...]
