← Ben J. Kallo

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

  1. on U.S. grid infrastructureNegativeOct 9, 2026· Bloomberg Surveillance

    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.”

    Listen at 10:32

    Open the episode · Choppiness and Momentum Across Markets
  2. on U.S. grid demandNegativeOct 9, 2026· Bloomberg Surveillance

    Power-plant retirements will worsen demand pressure on the U.S. grid.

    “it is a problem that will exacerbate. our demand on our grid.”

    Listen at 10:58

    Open the episode · Choppiness and Momentum Across Markets
  3. on Data-center industryPositiveOct 9, 2026· Bloomberg Surveillance

    The data-center industry will overcome current political and community concerns.

    “the industry is going to work through it.”

    Listen at 11:26

    Open the episode · Choppiness and Momentum Across Markets
  4. on Power stocksPositiveOct 9, 2026· Bloomberg Surveillance

    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”

    Listen at 11:35

    Open the episode · Choppiness and Momentum Across Markets
  5. on solar energyPositiveOct 9, 2026· Bloomberg Surveillance

    Solar power will remain part of future electricity generation.

    “solar is going to be part of the equation.”

    Listen at 12:05

    Open the episode · Choppiness and Momentum Across Markets
  6. on NextPowerPositiveOct 9, 2026· Bloomberg Surveillance

    NextPower is a leading utility-scale solar company.

    “Next Power is a leading company in it.”

    Listen at 12:07

    Open the episode · Choppiness and Momentum Across Markets
  7. on GE VernovaPositiveOct 9, 2026· Bloomberg Surveillance

    GE Vernova’s CEO will exceed quarterly expectations.

    “he's going to beat numbers going into the quarter.”

    Listen at 13:26

    Open the episode · Choppiness and Momentum Across Markets
  8. on U.S. power industryPositiveOct 9, 2026· Bloomberg Surveillance

    The power industry is experiencing a supercycle.

    “this is a super cycle”

    Listen at 14:05

    Open the episode · Choppiness and Momentum Across Markets
  9. on GE Vernova service contractsPositiveOct 9, 2026· Bloomberg Surveillance

    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.”

    Listen at 14:23

    Open the episode · Choppiness and Momentum Across Markets
  10. on Tesla compensation milestonesPositiveOct 9, 2026· Bloomberg Surveillance

    Elon Musk will eventually achieve the current Tesla compensation milestones.

    “but he'll get there.”

    Listen at 16:51

    Open the episode · Choppiness and Momentum Across Markets
  11. on Tesla-related companiesNeutralOct 9, 2026· Bloomberg Surveillance

    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.”

    Listen at 16:58

    Open the episode · Choppiness and Momentum Across Markets

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.

Ben J. Kallo: what podcasts say · PodLume