Enrique Abeyta, Founder/CEO of HX Research, joins the podcast to share his thesis on Talen Energy Corporation (OTCQX: TLNE), an independent power producer ("IPP") and infrastructure company committed to the energy transition.

For more information about HX Research, please visit: https://daily.hxresearch.net/

Enrique's write-up on $TLNE: https://daily.hxresearch.net/p/an-actual-way-to-make-money-from-climate-change

Chapters:

[0:00 ] Introduction + Episode sponsor: Fundamental Edge

[2:29 ] What is Talon Energy and why are they interesting to Enrique + quick background of Enrique Abeyta / importance of power generation

[21:46 ] Quirks with $TLNE thesis (re: OTC, utilities, etc...

[27:25 ] Coming power crisis

[31:13 ] $TLNE valuation

[33:04 ] Evaluating and addressing risks: nuclear accidents, capital allocation

[39:28 ] AI

[47:18 ] Post-bankruptcy process

[51:27 ] Upcoming election (risk of new administration

[56:08 ] Demand response and final thoughts

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