Jon Quast

speaker
8,012 appearances 79 recordings 2 series first heard Oct 2025 last heard 10 Sep

Jon Quast’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
10 · Aug OctJan 26AprJulnow

Recordings per month over the last 12 months — 79 in all, peaking in Aug 2026 with 10.

Appearances

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people who are really good marketers who are able then to get VC funding and public funding to assemble a team to build a business, but they don't really have a business yet.
So there's not really much to invest in there.
There is something to speculate on, but it's not really investing in the future per se.
So I would encourage young investors, newer investors,
to be careful with that.
If you really like nuclear, I mean, there are some really solid plays like Vistra Energy has nuclear business, ticker symbol VST, but that company isn't going away.
Huge, huge installed base in Texas, California.
So, I mean, that's a real business that you can invest in.
No, no, no, no, no.
It wasn't me.
Okay.
Well, let me just start with the one to 10 scale.
In isolation, I would say this report from First Street is actionably a one.
You know, I don't want to say that there's nothing wrong here with the climate whatsoever or anything wrong with the study.
But let's be clear.
First watch, it's on a mission to connect climate and financial risks together.
That's why it exists as a research firm.
So it doesn't surprise me that it's sounding the alarm a little bit here on preparedness for climate risk.
And some of the key constituents here would actually push back, including some of those who are building the data centers, saying we're very aware of the climate risks and we're already taking measures to counter those risks.
So I don't think that there's anything really new here personally from the First Street report.
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