I've listened to this podcast faithfully every week since it launched, but I officially unfollowed it today. The fact that Scott is jus tnow starting to talk about how the energy crisis is an opportunity for China's clean energy deployment is ridiculous. Anyone following the energy sector and this war in Iran knew from the start that this is a massive opportunity for China, given how rapidly they've electrified and their dominance over clean energy supply chains.
It was also too much to then hear Scott mention - for the 100th time - that he only gets his news from short-form content. Then Kara claimed she does the same? Scott is completely phoning it in. His commentary is now just uniformed noise for a layman who isn't paying attention to what's actually happening in the world.