Episode Details
| Title | #462 – Ezra Klein and Derek Thompson: Politics, Trump, AOC, Elon & DOGE |
|---|---|
| Date | 3/26/2025 |
| Podcast | Lex Fridman Podcast ↗ |
Key Insights
Bullish:
- 🟢 $CLEANENERGY - There is a strong need to increase clean energy production in the US, with emphasis on overcoming outdated regulations that hinder development.
- “We don't have housing. We don't have enough clean energy.” - Ezra (1:18:14)
- “We have to build not only dense housing, but also clean energy. And the same rules that were designed to help the environment in the nineteen sixties and nineteen seventies are sometimes ironically used in a way that hurt the environment in the twenty twenties.” - Derek (1:54:28)
- 🟢 $HOUSING - 🔒
- 🟢 $NUCLEAR - 🔒
- 🟢 $BIOTECH - 🔒
- 🟢 $GLPONE - 🔒
- 🟢 $CULTMEAT - 🔒
Bearish:
- 🔻 $CAHOUSING - 🔒
- 🔻 $BUREAUCRACY - 🔒
- 🔻 $CONSTMAT - 🔒