Today on The Call @ Hedgeye, Industrials analyst Jay Van Sciver and Hedgeye CEO Keith McCullough discuss the outlook for Elon Musk following reports that he’s changed his position and now wants to buy Twitter (TWTR) at his original $44 billion offer price.
“Is Elon f*cked?” asks McCullough. “If there are two places of power that the establishment has really clung to, I’d say one is the Federal Reserve—and the almightiness embedded therein—and the other is Elon Musk.”
“And both of them have a significant capacity for illusion,” says Van Sciver.
