What podcasts say about Ben J. Kallo
Every statement, with the speaker, the exact quote and the moment it was said.
What Ben J. Kallo has said on podcasts
11 statements · 8 positive · 2 negative · 1 neutral
Past U.S. grid underinvestment is creating current infrastructure pressure.
“We underinvested as a country in our grid infrastructure, and it's catching up with us now.”
Open the episode · Choppiness and Momentum Across MarketsListen at 10:32
Power-plant retirements will worsen demand pressure on the U.S. grid.
“it is a problem that will exacerbate. our demand on our grid.”
Open the episode · Choppiness and Momentum Across MarketsListen at 10:58
The data-center industry will overcome current political and community concerns.
“the industry is going to work through it.”
Open the episode · Choppiness and Momentum Across MarketsListen at 11:26
Power stocks will recover after the election-related uncertainty passes.
“once we get past the election, then I think the stocks, you know, will shake off what I'll say, noise”
Open the episode · Choppiness and Momentum Across MarketsListen at 11:35
Solar power will remain part of future electricity generation.
“solar is going to be part of the equation.”
Open the episode · Choppiness and Momentum Across MarketsListen at 12:05
NextPower is a leading utility-scale solar company.
“Next Power is a leading company in it.”
Open the episode · Choppiness and Momentum Across MarketsListen at 12:07
GE Vernova’s CEO will exceed quarterly expectations.
“he's going to beat numbers going into the quarter.”
Open the episode · Choppiness and Momentum Across MarketsListen at 13:26
The power industry is experiencing a supercycle.
“this is a super cycle”
Open the episode · Choppiness and Momentum Across MarketsListen at 14:05
GE Vernova’s service contracts provide higher-margin annuity-like revenue for 15–20 years.
“It carries better margin. It's a 15 to 20 year agreement. So it's like an annuity here.”
Open the episode · Choppiness and Momentum Across MarketsListen at 14:23
Elon Musk will eventually achieve the current Tesla compensation milestones.
“but he'll get there.”
Open the episode · Choppiness and Momentum Across MarketsListen at 16:51
Tesla-related companies will eventually be combined.
“The big thing here, the companies are going to get put together at some time. It's not if, it's when.”
Open the episode · Choppiness and Momentum Across MarketsListen at 16:58
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.