E2124 - June 16, 2021
Hunt and Mike discuss... - Energy pricing and su…
Telltales · Mike Nicoletti
June 16, 202130m 46s
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Show Notes
Hunt and Mike discuss...
- Energy pricing and supply / demand balance
- Macro factors
- Pandemic stars - Zoom Video (ZM), Moderna (MRN)
- Big Tech Regulations - New legislation proposed to begin in big tech + newly appointed FTC Chair - Alphabet (GOOG), Amazon (AMZN), Apple (AAPL), Facebook (FB), Microsoft (MSFT)
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit telltales.substack.com
- Energy pricing and supply / demand balance
- Macro factors
- Pandemic stars - Zoom Video (ZM), Moderna (MRN)
- Big Tech Regulations - New legislation proposed to begin in big tech + newly appointed FTC Chair - Alphabet (GOOG), Amazon (AMZN), Apple (AAPL), Facebook (FB), Microsoft (MSFT)
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit telltales.substack.com