Tesla’s valuation trouble and Germany’s spending struggle | The Dip Podcast

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Tesla's valuation trouble and Germany's spending struggle | The Dip Podcast

Can Germany still invest its way out of stagnation, fix broken infrastructure and catch up on digitisation? UC Berkeley’s Ulrike Malmendier and Morningstar’s Seth Goldstein answer your questions on “future oriented” spending, Elon Musk’s trillion-dollar Tesla pay package, EV rules and whether German carmakers have lost touch with everyday drivers.

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Chapters:
0:00 Intro
1:14 German infrastructure spending
2:52 EV mandates
4:22 Tesla’s valuation
6:10 Comparing Tesla & Nvidia
8:00 Why German cars are behind
9:30 Outro

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Date: November 18, 2025