Show notes
Tesla entered the S&P 500 yesterday. What does that mean for the long-running bull vs. bear battle? A month after posting our interview with a bull - Rajiv Sud - we speak to Mark Spiegel, one of the longest-tenured, loudest, and most notorious members of TeslaQ, the short Tesla camp. The question, after a ruinous 1100% run over the past 14 months and a wild market in general, is whether there’s still electricity left in the bull case, or whether the bear case might finally bag its whale. Along with asking Mark about that and his portfolio management, we also touch on a few other topics ranging from micro-cap long ideas to inflation to Mark’s twitter presence, and I hope you’ll enjoy the conversation.Topics Covered1:32:00 - The onset of inflation and the gold hedge (GLD)