This is a follow up episode with Biren Shah @perseidcapital where we discuss Tesla’s flirtation with bankruptcy, the eurodollar system, and bullish uranium bets.
You can find more from Biren here https://perseid-capital.com.
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In this episode, we go further down the $TSLAQ bear case and talk about why this quarter is make or break time for the troubled car maker. They’ve run out of ammo and Biren feels that unless they have a magic bullet somewhere, this quarter will be what all the Tesla bears have been waiting for.
From there we shift into the eurodollar system covering both the futures and the eurodollar banking system.
We finish with a look at the Uranium markets.