
Interview: Tesla's Exciting Path Forward with Pierre Ferragu (11.05.21)
Tesla Daily: Tesla News & Analysis · Rob Maurer
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Pierre Ferragu of New Street Research joins Rob Maurer on Tesla Daily to discuss Tesla's excellent Q3 results, Tesla Insurance, FSD Beta, battery strategy, outlook for 2022, and more.
Timestamps: 0:00 Intro 0:28 $1,298 TSLA price target 1:51 Reaction to Tesla's Q3 earnings and TSLA price run 11:49 4680 battery game theory 20:20 Thoughts on FSD Beta 24:50 Tesla Insurance 39:02 Institutional investor discussions 40:40 Supply chain and 2022 outlook
You can find Pierre on Twitter @p_ferragu New Street Research: https://www.newstreetresearch.com
Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283
Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives