BONUS: Talking Tesla With Baird’s Ben Kallo

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 16 March 2023

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Ben Kallo is Baird’s Senior Research Analyst covering Sustainable Energy and Mobility. He has more than 10+ years of experience in financial markets, including equity research positions at Stanford Group Company and Pacific Growth Equities LLC. We dive into Tesla after it’s 2023 Investor Day, was it a dud (2:00)? Could Tesla move on from Elon Musk (6:30)? Tesla actually has some tailwinds according to Ben (12:00). What’s the latest on full-self driving and how will Tesla compete in China (20:00)? Ben dives into his broader thesis and talks about companies not names Tesla (26:00). About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Transcript

Click on a timestamp to play from that location

0:00.0	In the continuing theme of you asked for it, you got it.
0:09.0	Well, we brought in Tom Lee to talk his bullish thesis on the broader market.
0:13.6	Now we're bringing in Ben Callow, noted Tesla Bull of R.W. Baird for this bonus episode
0:20.6	of On the Tape with Dan Nathan, Danny Moses,
0:24.0	and yours truly.
0:29.9	We brought the big guns in because we have an old friend of ours.
0:34.0	His name is Ben Callow. He covers sustainable energy and mobility over at R.W. Baird. He has been a long-time
0:41.3	bull on Tesla. He also covers a space and has some big broad thesis in the space as it relates to
0:48.1	sustainable energy. So we're going to hit some other names other than Tesla. But Ben, welcome back
0:53.1	to our Rich Versal Media Podcast Network. Well, thank you, Dan.
0:57.9	Thank you, Guy. And thank you, Danny. Happy to be here after a long time. And good to see all of you
1:03.6	guys. All right, man. Well, let's get into it. Tesla held this Investor Day a couple weeks ago.
1:07.6	It was widely anticipated. It started a little bit late. For whatever reasons,
1:12.3	I think a lot of investors were really excited about the potential for maybe some new vehicle
1:17.9	announcements. They didn't get it. They got some big sheets that had something maybe metal
1:22.2	underneath them that maybe moves at some way, shape, or form. But they didn't get that.
1:26.6	They did have a whole host of the
1:28.5	executive team with Elon. There was a lot of big ideas about what they're going to do within the
1:33.4	sustainable energy space. So it looked like something broadening it out away from EVs a little bit.
1:38.6	We just wanted to kind of get your impressions there. Were you disappointed? I know that you
1:43.8	reiterated your outperform rating. Did you get a little bit of Were you disappointed? I know that you reiterated your outperform rating.
1:46.0	Did you get a little bit of what you wanted? And, you know, did it make the story a bit clear,
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from RiskReversal Media, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of RiskReversal Media and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.