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Behind the Idea #57: PG&E Faces Looming Liabilities & Political Theater W/Alexandra Scaggs

Behind The Idea

English - February 22, 2019 09:00 - 36 minutes - ★★★★ - 74 ratings
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Previous Episode: Behind The Idea #56: The Forces Behind PG&E's Bankruptcy With WYCO Researcher
Next Episode: Behind the Idea #58: Davita's Moat And Pricing With Michael Knipp

We take one more look at the developing story around PG&E. Barron's writer Alexandra Scaggs joins Behind the Idea to discuss the moving parts, including the latest boost to the shares from a Citigroup research note. We also discuss the gaps in modern markets around climate change and flood insurance, the political influence that might come to bear, and whether the claims bill is going to overwhelm everything else.