Episode 3: Self-Driving Cars

Matt and Phil continue their discussion of Tony Seba’s “Clean Disruption” presentation (ref: https://dnainvestor.com/video2/), focusing their attention on electric self-driving vehicles and what the death of the combustion engine will do to the automotive industry, and life in general.  They name specific companies they believe are good shorts including various auto parts suppliers.  For the “trade of the week”, Matt identifies a specific level to short crude oil.