Sean and I talk about the potential implications of the SolarWinds breach and how we are in the early innings of this developing story. We react to the in-podcast announcement of Congress agreeing to a $900 billion stimulus package and debate to what extent the market has priced in fiscal action. The Impervious breaks down friends of the pod $CRWD, $NET, $SDC and the banks. We also reflect on $TSLA's stunning $50 billion market cap move on Friday for a company with a $50 billion market cap only a few years ago.
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Therapy Gecko
An unlicensed lizard psychologist travels the universe talking to strangers about absolutely nothing. TO CALL THE GECKO: follow me on https://www.twitch.tv/lyleforever to get a notification for when I am taking calls. I am usually live Mondays, Wednesdays, and Fridays but lately a lot of other times too. I am a gecko.