The Cashflow Memo
SHOWNOTES
In this episode, the Telltales team discusses Tesla's robotaxi rollout, healthcare changes under the Trump administration, and Netflix's potential foray into sports streaming. They analyze the implications of these developments on their respective industries and explore future possibilities.
[00:00:23] Intro Mike welcomes listeners to the Telltales podcast, where the hosts dive deep into energy, technology, and healthcare.
[00:00:54] Exhibit C: WORLD OIL SUPPLY / DEMAND
Hunt notes that ongoing discussions with Iran and Russia's willingness to extend the Easter truce reduce the likelihood of sanctions in the near term, leading to an oversupply of oil compared to demand. However, he believes Saudi Arabia will maintain discipline in the market to keep Iran happy.
[00:03:45] Exhibit B: US GAS DEMAND / SUPPLY
Hunt highlights the decline in natural gas prices for 2026 and the flatline in power demand, despite the industry's efficiency. LNG demand is expected to make up for the lack of growth in power demand.
[00:05:21] Exhibit A: US GOV'T REVENUES AND EXPENSES
The team discusses the challenges in reducing the deficit, with Doge's efforts to find waste and inefficiency falling short. They anticipate difficulties in achieving significant spending cuts under the Trump administration.
[00:07:24] Tesla's Robotaxi Rollout (Page 1) Jason and Mike discuss Tesla's announcement of launching a 20-car robotaxi fleet in Austin, expressing disappointment in the small scale and the presence of drivers in the vehicles. They compare Tesla's approach to Waymo's autonomous vehicle program.
[00:18:46] Oakcliff Sailing Dawn Riley provides an update on Oakcliff Sailing's activities, including boat preparations, events, and collaborations.
[00:20:21] Healthcare News (Page 19) Jason discusses the FDA's plan to phase out petroleum-based food dyes, the importance of a healthier population in reducing healthcare costs, and the Trump administration's executive order addressing various aspects of the healthcare system, such as the "pill penalty," Medicaid accounting, and PBM transparency.
[00:27:00] Netflix Earnings & Future of Sports Streaming (Page 4) The team analyzes Netflix's strong performance and its potential to venture into sports streaming. They discuss the challenges and opportunities for Netflix in acquiring sports content and the evolving landscape of sports media rights.
The Telltales team covers a wide range of topics, providing insights into the future of transportation, healthcare reforms, and the streaming industry. Stay tuned for more in-depth discussions on these subjects and their potential impact on investors.
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