Pierre Ferragu of New Street Research joins Rob Maurer on Tesla Daily to discuss Tesla’s excellent Q3 results, Tesla Insurance, FSD Beta, battery strategy, outlook for 2022, and more.

Timestamps:
0:00 Intro
0:28 $1,298 TSLA price target
1:51 Reaction to Tesla’s Q3 earnings and TSLA price run
11:49 4680 battery game theory
20:20 Thoughts on FSD Beta
24:50 Tesla Insurance
39:02 Institutional investor discussions
40:40 Supply chain and 2022 outlook

You can find Pierre on Twitter @p_ferragu
New Street Research: https://www.newstreetresearch.com

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives