In this episode of Being Exponential, we’re unpacking the stories driving innovation, markets, and the next wave of exponential growth. We start with Jamie Dimon’s “credit cockroaches” comment — what he meant, and how companies like First Brands and Tricolor are challenging old narratives in finance and redefining trust in underserved markets. Then we zoom out to the global stage, where China’s restrictions on rare earth metals are shaking up the tech and energy industries. What does it mean ...
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In this episode of Being Exponential, we’re unpacking the stories driving innovation, markets, and the next wave of exponential growth. We start with Jamie Dimon’s “credit cockroaches” comment — what he meant, and how companies like First Brands and Tricolor are challenging old narratives in finance and redefining trust in underserved markets. Then we zoom out to the global stage, where China’s restrictions on rare earth metals are shaking up the tech and energy industries. What does it mean ...
Stocks Rally Amid Middle East Tensions & Tesla Robotaxi Rollout
Being Exponential With Luke Lango
1 hour 18 minutes
4 months ago
Stocks Rally Amid Middle East Tensions & Tesla Robotaxi Rollout
On this week’s episode of Being Exponential, we unpack why stocks keep climbing even after U.S.–Iran missile strikes and a steep drop in oil prices, plus the latest whispers of a July rate cut. We revisit our nuclear-vs-natural-gas thesis for powering AI datacenters, explore defense-AI crossover opportunities, and explain why Cathie Wood’s ARK Innovation ETF is breaking out. Then, we break down Tesla’s Austin robotaxi debut—its triumphs and blunders—assess HIMS stock after the Novo Nordisk sp...
Being Exponential With Luke Lango
In this episode of Being Exponential, we’re unpacking the stories driving innovation, markets, and the next wave of exponential growth. We start with Jamie Dimon’s “credit cockroaches” comment — what he meant, and how companies like First Brands and Tricolor are challenging old narratives in finance and redefining trust in underserved markets. Then we zoom out to the global stage, where China’s restrictions on rare earth metals are shaking up the tech and energy industries. What does it mean ...
