Dan Hearsch
1
APPEARANCES
1
PODCASTS
012
DEC 30
JAN 6
JAN 13
JAN 20
JAN 27
FEB 3
FEB 10
FEB 17
FEB 24
MAR 3
MAR 10
MAR 17
MAR 24
MAR 31
APR 7
APR 14
APR 21
APR 28
MAY 5
MAY 12
MAY 19
MAY 26
JUN 2
JUN 9
JUN 16
JUN 23
JUN 30
JUL 7
JUL 14
JUL 21
JUL 28
AUG 4
AUG 11
AUG 18
AUG 25
SEP 1
SEP 8
SEP 15
SEP 22
SEP 29
OCT 6
OCT 13
OCT 20
OCT 27
NOV 3
NOV 10
NOV 17
NOV 24
DEC 1
DEC 8
DEC 15
DEC 22
DEC 29
JAN 5
JAN 12
JAN 19
JAN 26
FEB 2
FEB 9
FEB 16
FEB 23
MAR 2
MAR 9
MAR 16
MAR 23
MAR 30
APR 6
APR 13
APR 20
APR 27
MAY 4
MAY 11
MAY 18
MAY 25
JUN 1
JUN 8
JUN 15
JUN 22
JUN 29
JUL 6
JUL 13
JUL 20
JUL 27
AUG 3
AUG 10
AUG 17
AUG 24
AUG 31
SEP 7
SEP 14
SEP 21
SEP 28
OCT 5
OCT 12
OCT 19
OCT 26
Sep 11, 2026
AAH #807 - Unboxed Assembly Will Revolutionize The Industry....Or Maybe Not
8:03
8:28
8:33
8:38
8:53
58:48

Dan HearschGUEST
So the rate of change, just the inability to plan and forecast and meet expectations, right? So a lot of these companies are publicly traded, right? So you have quarter by quarter pressure, right? And pressure to perform and anticipate things that, I mean, how do you anticipate all of these? Not only can you not anticipate what maybe the administration's going to do.

Dan HearschGUEST
They announce something, is it really gonna happen? I mean, we were just talking about this with some of the tariffs.

Dan HearschGUEST
They come and they go, they're legal, they're not legal, they're threatened, they go away.

Dan HearschGUEST
How you plan a capital-intensive, long-term business like ours under those conditions but the markets don't care, right? So the investors aren't always as informed about those aspects.

Dan HearschGUEST
They just see, all right, cashflow and EBITDA and the important things to the balance sheet.
50 MINS LATER

John McElroyHOST
Was it all these EV programs that got canceled? Why are they in CapEx straits right
