The commercialization of solid-state batteries, which Toyota claims to be on the verge of manufacturing, could be a game-changer for electric vehicles. Mobeen Tahir and Christopher Gannatti outline the potential “winners” of this developing technology.
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In 1991, Sony revolutionized the tech world by commercializing the first rechargeable li-ion battery, powering a new wave of consumer electronics. Now, battery technology is on the brink of another turning point that could surpass the wonders of '91. Christopher Gannatti & Mobeen Tahir outline five innovations currently electrifying the industry.
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The electrification of transportation is reaching new heights with the advancement of lithium-ion batteries, sparking innovation in aeronautical applications. Mobeen Tahir and Christopher Gannatti discuss Joby Aviation’s electric vertical take-off and landing (eVTOL) aircraft and what implications it holds for potential investors.
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When we think about electric vehicles (EVs), we see them as machines that need electrical power from the grid to run. But EVs are soon going to force us to rethink this paradigm altogether. Mobeen Tahir & Christopher Gannatti discuss the potential of a revolutionary breakthrough in clean energy and how artificial intelligence could facilitate it.
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The bear market this year has created an attractive entry point in megatrends for investors. Mobeen Tahir discusses differentiated themes within the megatrend space.
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Inflation expectations are rising. Mobeen Tahir and Jeremy Schwartz make the case for positioning toward broad commodities when trying to hedge inflation risks.
