Ryan Petersen

They didn't report that, for example, when Trump took a shot at Harvard, he also reinforced and strengthened historically black colleges and universities. Totally did not get written. I'll give you another example. This past week, Besant said that the tax bill will allow you to fully deduct all the PPE and all of the incidental costs of building a factory. I heard that.

I immediately went to my wife. She runs a pharma business. This is exactly what she's trying to figure out. And we now are like, how do you build a business case if this actually gets effectuated? The point is that thing would create an absolute economic bonanza if it were to get passed.

I immediately went to my wife. She runs a pharma business. This is exactly what she's trying to figure out. And we now are like, how do you build a business case if this actually gets effectuated? The point is that thing would create an absolute economic bonanza if it were to get passed.

other than people hearing it on this pod or randomly maybe finding it on a direct clip that Besant puts out on X, there has been zero coverage by the mainstream media.

other than people hearing it on this pod or randomly maybe finding it on a direct clip that Besant puts out on X, there has been zero coverage by the mainstream media.

No, but that's not but like, I don't need to like the thing that I know, but there are many other CEOs that do. They they're controlling trillions of dollars of capital allocation.

No, but that's not but like, I don't need to like the thing that I know, but there are many other CEOs that do. They they're controlling trillions of dollars of capital allocation.

I think that she would give you a calculated answer that neither is pro or con.

I think that she would give you a calculated answer that neither is pro or con.

Aaron, where you are right is My expectation is it's my job to stay informed, okay? As a CEO of my company, I try to stay informed. And you're right. It is hard because sometimes I find myself hunting and pecking to find the things that matter. But I do put a bunch of that responsibility into the lap of the people that are supposed to actually report the facts. They can choose.

Aaron, where you are right is My expectation is it's my job to stay informed, okay? As a CEO of my company, I try to stay informed. And you're right. It is hard because sometimes I find myself hunting and pecking to find the things that matter. But I do put a bunch of that responsibility into the lap of the people that are supposed to actually report the facts. They can choose.

They didn't have to run that article about Elon, which turned out to be total bullshit and horseshit. on the front page of the Wall Street Journal, they could have talked about what Ryan just mentioned as the first article and said, here completely changes your ROIC and ROE calculations for 90% of the S&P 500. That was not the article they chose to write and to publish.

They didn't have to run that article about Elon, which turned out to be total bullshit and horseshit. on the front page of the Wall Street Journal, they could have talked about what Ryan just mentioned as the first article and said, here completely changes your ROIC and ROE calculations for 90% of the S&P 500. That was not the article they chose to write and to publish.

The information coming at them is- I'm not talking about the information that's presented. I'm talking about the information that's excluded. How do you get the information that's not published and shared broadly?

The information coming at them is- I'm not talking about the information that's presented. I'm talking about the information that's excluded. How do you get the information that's not published and shared broadly?

Again, that's not what I'm talking about. I'm saying glad-handing some high-level prognostication, which nobody ever gets right, is, in my opinion, worthless. What I'm talking about is the details.

Again, that's not what I'm talking about. I'm saying glad-handing some high-level prognostication, which nobody ever gets right, is, in my opinion, worthless. What I'm talking about is the details.

So when you talk about something as narrow and specific as excluding PPE or allowing you to double or triple depreciate something in a given calendar year, that is narrow, it's precise, it's specific, it's actionable. And what I'm saying is, if I surveyed the 500 CEO of the S&P 500, dollars to donuts, the overwhelming majority would not have known. And had they...

So when you talk about something as narrow and specific as excluding PPE or allowing you to double or triple depreciate something in a given calendar year, that is narrow, it's precise, it's specific, it's actionable. And what I'm saying is, if I surveyed the 500 CEO of the S&P 500, dollars to donuts, the overwhelming majority would not have known. And had they...

brushed up against that somehow in their normal media consumption to then ask their teams, the odds of that would have been zero as well.