Bakes' Takes Podcast E28--Trump likely to win, buckle up! Watch out for zombies! Sell vaccine news?
Bakes’ Takes Podcast Show Notes Sunday September 27, 2020 :38 1) Trump likely to win, buckle up! 2) Watch out for zombies! 3) COVID-19 vaccines-buy rumor, sell news? Bakes’ Takes—My/Our Portfolio 2:40 Clean Power, No Thanks to Al Gore Nuclear energy took a leap toward being cost-effective. Yet the green lobby hasn’t noticed. By Andy Kessler Sept. 20, 2020 4:29 pm ET One NuScale cluster on 30 acres replaces 11 square miles of solar panels. NuScale is not alone. Bill Gates has reportedly invested $500 million or more in TerraPower, which started in 2006 and was hoping to build SMRs in China before Trump trade tensions put the kibosh on those plans. No one likes nuclear bombs and nuclear accidents—the industry needs a marketing makeover. The HBO series “Chernobyl” was haunting but overblown. How about some rebranding? Instead of nuclear, call it carbon-free heavy metals. No? Maybe particle power? Quark spark? Anything but nukes. Either way, this sets up a great test. Joe Biden has promised to spend $2 trillion on clean energy and “achieve a carbon pollution-free power sector by 2035.” If there is a Biden administration and it doesn’t encourage the rollout of nuclear power, then, like Messrs. McKibben and Gore and other alarmists, that’s proof they’re not really serious about climate change. So what is their agenda? Write to [email protected]. Long term positive for uranium. Bakes’ Take—Fan Mail! Calls! Questions! Mike! 5:41 John, NJ—ETF’s vs. mutual fund? Mutual fund I like? Not really. I believe stocks move in groups, try to find best. Bakes’ Take—FD, algos have made it tough to outperform, if you find one that does so consistently, invest. I want our themes (SUE-Silver, Uranium, eSports) to be layered on top of SPY and international index fund base. Ideas, services you’d like me to add, etc. Please! 9:10 Bakes’ Take—Podcasts of the Week! https://podcasts.apple.com/us/podcast/algorithmic-commerce/id1498802610?i=1000492345242 Scott Galloway—at 9 minutes or so, ACOM, WMT, why Tik Tok, no click vs. AMZN’s 1-click, include what you like and maybe didn’t know you would, return what you’d like, fascinating perspective imo https://podcasts.voxmedia.com/show/pivot w/ Kara Swisher, recommend highly, at 48 minutes ACOM mentioned here too https://podcasts.apple.com/us/podcast/635-what-is-the-state-of-us-economy-with-jim-mckelvey/id794030859?i=1000491765370 12:02 The James Altucher Show, big fan, almost weekly, Jim McKelvey’s, co-founder Square, Fed vice-chair, Invisibly, clever digital poll taking, my description not his, 3/3 digital primaries within a point! 55 minutes, Trump wins, vs. traditional polls showing Biden lead. Stock market predicts Trump, his to lose with month to go. https://podcasts.apple.com/us/podcast/637-who-is-going-to-win-election-what-should-you-do/id794030859?i=1000492214695 14:09 Altucher again, 22 minutes w/ Philip Stutts, 34 minutes—no new normal, 44 minutes 10% distrust government 3/20, 53% now, 101 minutes aggregate of public polls—electoral votes Biden 353, Trump 185 in the bank, aggregate of prediction markets Biden 290 Trump 248 need 270, PA “ground zero” right now. If win PA Trump 84% wins Presidency, 93% if Biden wins PA. Trump FL, NC PA if win those, re-elected. Trump African-American 15% vs. 8% ’16. Hispanics in FL Trump, especially Cubans. PA, WI key. Trump door-to-door 10 million doors, 1 mil doors PA, Biden phone. Fascinating debates. 96% turnout dems, 98% republicans, turnout likely record. Vaccine, economy, debates, RBG, last minute scandals ie. Access Hollywood, Woodward book, violence, etc. Trump wins. https://adamanddrdrewshow.com/ 18:50 Participation trophies=no losers, election outcome will not be accepted by half the country, worse than ’16 imo Bakes’ Take—Losing side won’t accept it, will drag for weeks at least. Volatility has to increase. Doesn’t seem net bullish. Bakes’ Take—Reporters of the Week! https://www.barron