Ron Baron on CNBC - Outlook for Tesla, Electric Vehicles, & Inflation | Baron Investment Conference

Ғылым және технология

Baron Capital CEO Ron Baron joins CNBC Squawk Box live from the 30th Annual Baron Investment Conference to discuss the outlook for Tesla, electric vehicle demand, autonomous driving technology, and much more.
▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬
0:00 - Cybertruck
1:10 - Tesla Outlook and Advantages
2:54 - Electric Vehicle Demand
3:48 - Unions and the Automobile Industry
5:50 - Tesla Growth in China
8:17 - Cruise Autonomous Driving
9:40 - Tesla’s Autonomous Driving Technology
11:05 - Ron’s Outlook…“Amazingly Bullish”
12:40 - Inflation and Investing
Learn more about Baron Capital, Ron Baron, and the annual investment conference at www.baronfunds.com
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The performance data quoted represents past performance. Past performance is no guarantee of future results. Current performance may be lower or higher than the performance data quoted.
Risks: All investments are subject to risk and may lose value.
The discussion of market trends is not intended as advice to any person regarding the advisability of investing in any particular security. The views expressed in this presentation reflect those of the respective speaker. Some of our comments are based on management expectations and are considered “forward-looking statements.” Actual future results, however, may prove to be different from our expectations. Our views are a reflection of our best judgment at the time and are subject to change at any time based on market and other conditions and Baron has no obligation to update them.
Portfolio holdings as a percentage of net assets as of September 30, 2023 for securities mentioned are as follows: Tesla, Inc. - Baron Fifth Avenue Growth Fund (5.3%), Baron Focused Growth Fund (13.4%), Baron Global Advantage Fund (4.7%), Baron Opportunity Fund (6.5%), Baron Partners Fund (41.0%*), Baron Technology Fund (6.3%); Space Exploration Technologies Corporation - Baron Asset Fund (2.0%), Baron Opportunity Fund (2.4%), Baron Partners Fund (8.1%*), Baron Fifth Avenue Growth Fund (0.9%), Baron Focused Growth Fund (7.7%), Baron Global Advantage Fund (3.6%)
*% Long Positions
Portfolio holdings are subject to change. Current and future portfolio holdings are subject to risk.
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Пікірлер: 49

  • @ET-bg8ru
    @ET-bg8ru7 ай бұрын

    This guy is an investment genius!!! And very few people know it. You go Ron!!!

  • @jerryvincent8402
    @jerryvincent84028 ай бұрын

    Just finished Elon Musk autobiography and it was fantastic reading.

  • @tonyn9522
    @tonyn95228 ай бұрын

    Love it!!

  • @Mojo16011973
    @Mojo160119737 ай бұрын

    This man speaks the truth

  • @Alperic27

    @Alperic27

    7 ай бұрын

    he speaks his own dreams…

  • @kb8570
    @kb85708 ай бұрын

    Thank you for posting this. I would love to see a Baron Capital office in the UK London.

  • @autoselectricos-americalat9276
    @autoselectricos-americalat92767 ай бұрын

    This is a good interview. The interviewer asks reasonable questions, and Ron Baron being that sharp answers smart conclusions.

  • @hyperbitcoinizationpod
    @hyperbitcoinizationpod7 ай бұрын

    When Bitcoin Barren?

  • @RONMAYS71
    @RONMAYS718 ай бұрын

    Great guys, Great insight, have a feeling that perhaps by April 2024 a noticeable downturn in US markets. We may be entering an age of abundance, with bumps and potholes in the road

  • @Mojo16011973
    @Mojo160119737 ай бұрын

    23k views after 3 weeks? The video is being throttled.

  • @darrellkovecsi5205
    @darrellkovecsi52057 ай бұрын

    Just a thought to think . You've herd of gas shortages right. What about electric shortages. In US there's a shortage of electric transfers can't expand to fix what you do ?

  • @Martinit0

    @Martinit0

    7 ай бұрын

    Add solar panels with backup batteries to your house.

  • @darrellkovecsi5205

    @darrellkovecsi5205

    7 ай бұрын

    @@Martinit0 Old $150.00 battery just simple.Iam old fashion. Been around over 100 years still works fine. Not going to pay $60.000 for no battery don't care who make it.

  • @brunoheggli2888
    @brunoheggli28887 ай бұрын

    Game over for Tesla!

  • @xploration1437

    @xploration1437

    7 ай бұрын

    How?

  • @Hekkietoir
    @Hekkietoir7 ай бұрын

    I think companies should have the freedom to choose to be unionized, this [puts unions in the [position to actually offer something to employes but lso to a factory

  • @hplevyak
    @hplevyak7 ай бұрын

    Ron is “The Don” ! He gets Tesla!

  • @Alperic27

    @Alperic27

    7 ай бұрын

    🤦‍♂️🤦‍♂️🤦‍♂️🤦‍♂️ … which tesla? the real one or the one he imagines???

  • @donsturtevant2396
    @donsturtevant23967 ай бұрын

    Car dealers do not make all their money in service. And in fact, if you were to talk to the majority of dealership principles, they would tell you the service department is a liability that they would love to get rid of. Car dealerships make the bulk of their money in car sales, finance and insurance sales. To qualify to own a car franchise, they have to guarantee a service department….. that’s why they have one. Why do you think Elon doesn’t support a Tesla dealership network? Enough said…..

  • @friendryan
    @friendryan7 ай бұрын

    Everyone is ok with Hybrid Reptile coming out in open giving interviews.

  • @lakers-1
    @lakers-18 ай бұрын

    One word “Cybertruck”😂😂😂😂😂

  • @bdek68

    @bdek68

    8 ай бұрын

    It’s pretty ugly isn’t it? You could not give me one

  • @xploration1437

    @xploration1437

    7 ай бұрын

    @@bdek68go whine to your boyfriend.

  • @EVAMYL-lh7fw
    @EVAMYL-lh7fw7 ай бұрын

    Не шутите так ..

  • @hvacdr
    @hvacdr7 ай бұрын

    Good lord tesla stock jumps up and down more than a roller coaster

  • @dougm659
    @dougm6598 ай бұрын

    Ron needs to refresh his spiel…. He repeats the same mantra about Tesla over and over…. that said, he’s not wrong and a lot of people still don’t believe him…🤷‍♂️

  • @Martinit0

    @Martinit0

    7 ай бұрын

    I'd be more worried if he'd be changing his narrative about Tesla. If he's consistent that's a good sign.

  • @nexx456
    @nexx4567 ай бұрын

    No demand for ANY cars anymore. Howe many new cars do you see ?. you sell an EV for 25K, your margins will be 5%. He is just trying to pump up the stock

  • @prestontucker1687
    @prestontucker16877 ай бұрын

    It's not customer demand. It's inferior to Tesla.

  • @Alperic27
    @Alperic277 ай бұрын

    the dude smelled his own armpits too much…

  • @bdek68
    @bdek686 ай бұрын

    Tesla’s are being abandoned all over the country because they won’t charge😂oops

  • @kunsanyi9057
    @kunsanyi90575 ай бұрын

    Blockchain

  • @bdek68
    @bdek688 ай бұрын

    Demand for EVs is falling off a cliff. This will end horribly. Ron Baron is wrong on this one

  • @bunquin1126

    @bunquin1126

    8 ай бұрын

    If other automakers yes but if it is Tesla, no.

  • @bdek68

    @bdek68

    8 ай бұрын

    @@bunquin1126it will be all EVs. Tesla will continue to lower prices and margins will get squeezed

  • @i0x_x0i

    @i0x_x0i

    8 ай бұрын

    @@bdek68ok psychic, sir/mam 😂

  • @jayden6170

    @jayden6170

    7 ай бұрын

    You willing to bet on that

  • @bdek68

    @bdek68

    7 ай бұрын

    @@jayden6170absolutely

  • @brianrichards7006
    @brianrichards70067 ай бұрын

    I have two friends who tell me they will never buy an EV again because of the difficulties in charging stations. Charging can take a half hour, and many charging stations are out of service, or there are long lines. I'd say EVs are going to take another 30 years to be widely adopted.

  • @theodorehaskins3756

    @theodorehaskins3756

    7 ай бұрын

    So I was born 72+ years ago, and I now drive a Tesla, and not a Buick! Any questions?

  • @xploration1437

    @xploration1437

    7 ай бұрын

    That’s other companies chargers. Not Tesla.

  • @howtobuyahouseincanada.inu2150
    @howtobuyahouseincanada.inu21508 ай бұрын

    Don’t invest in Tesla

  • @ET-bg8ru

    @ET-bg8ru

    7 ай бұрын

    Invest in Tesla

  • @USONOFAV

    @USONOFAV

    7 ай бұрын

    invest in Tesla unless you are a woke-progressive-far-left activist.

  • @xploration1437

    @xploration1437

    7 ай бұрын

    All in TSLA

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