Basil and Jack are inspired by a recent Economist article outlining Solar’s emergence.

Today Jack and Basil talk about power generation and the emergence of solar power. Jack outlines solar's importance and how that has given rise to a focus on storage in Silicon Valley. Jack and I will disagree about the relative importance of transmission versus a primarily storage driven approach.

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Basil twitter: @balsikafi

Jack twitter: @jackson4w

Stocks discussed: First Solar (FSLR), Itron (ITRI) - These are not investment recommendations, they are only for educational or entertainment purposes. Always do your own work.

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