03 Sep Episode 2: Solar Energy
Matt and Phil discuss the “Clean Disruption” presentation made by Tony Seba (ref: https://dnainvestor.com/video2/) and focus on the investment implications of the exponential progress being made in solar power. On a macro-level, Matt and Phil discuss the disruptive effects solar will have on the energy exporting nations of Russia and Saudi Arabia. They then turn their focus toward electric utilities. For the “trade of the week”, Matt identifies a specific buy the level for Ether / Ethereum.