
Tim Bush
Head of Global Battery Research at UBS, specializing in EV battery metals and energy storage systems
4
APPEARANCES
4
PODCASTS
012
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Aug 11, 2026
When an Unfaithful Spouse Confesses
5:07
5:32
6:05
6:09

Tim BushGUEST
And, uh, you know, it, I, I really thought that, uh, this was a time where something had to happen different, and I, when I caught Kath on the phone, I thought to myself, "You know what? I thought I was making deals with God, and I was gonna, it was gonna be better." But I was realizing, you know, maybe God just doesn't want us to be married, and I'm not gonna tell her everything 'cause that was, uh, if I told her everything, then that would make me bad.

Tim BushGUEST
So I, I thought, "You know, I think the only way out of this is probably a divorce now, and I could just start my life with somebody else.
G
5:47Greg SmalleyHOST
How, how did you move from all of that to keeping in, you know, staying in the process of improving your marriage? So you go from, "I gotta fix her." What was that transition to say, "Well, maybe, maybe it's not about fixing her, it's about fixing me"?

Tim BushGUEST
You, you always gotta look in the mirror if you wanna fix something in your marriage at what's looking back at you.

Tim BushGUEST
But, uh, for, for me, I remember after going to counseling with Jake, and he was just transitioning that with me, kinda talking to me about it, and, and then when he finally said, "You know, the, the issue in your marriage is you're not telling Kath everything." And that was after two years of counseling.
Powering the grid: How battery storage is reshaping energy markets
7:01
7:23
7:49
8:04
9:13

John WyndhamHOST
How should investors think about this China price and China cost competitiveness against the ramping U.S. battery manufacturing supplied? Any key beneficiaries or implications for customers you'd highlight?

Tim BushGUEST
know this teardown was about regional cost differences and making a battery in u.s and europe is 30 or more uh expensive than making them in china so china is the lowest cost option but i think when it comes to a battery this is about you know, energy.

Tim BushGUEST
I think the question now is, you know, what does the rest of the world do? You know, how feasible is it for China to be the only source of battery supply? Because that's creating a new dependency.

Tim BushGUEST
So in the case of Europe, they've proposed something called the Industrial Accelerator Act, And this would also tie subsidies to local content.

John WyndhamHOST
all right my last question because i think we have to talk about ai data centers on pretty much every call how do you think about um that growth in demand hitting cheaper battery prices and is that reshaping the long-term demand case for storage and renewables
Integrating Faith and Business with Tim Busch
37:43
37:51
37:58
38:14

Tim BushGUEST
If you really want to do a favor for somebody is get him back on track with faith.

Tim BushGUEST
I've never held that position, but it makes it a lot easier because the discipline of Catholics.

Tim BushGUEST
And I think that's one of the reasons Catholics today are disproportionately successful in business is because they have that discipline of faith and of the rubrics of faith that are really founded by Jesus Christ, rooted in the Bible.

Tim BushGUEST
And it has a magisterium that the entire world, you know, I, I explained this to my grandkids and say, you know, I've got the readings right here in my phone because every day in every church throughout the world, they're doing the exact same readings.
6 MINS LATER
Sex On the First Date
6:39
6:47
6:58
7:06

Tim BushGUEST
And then, uh, I went from there and was adopted by my grandparents 'cause my mom married a guy that didn't want to have any kids.

Tim BushGUEST
Uh, th- she gave me up to my grandparents for adoption, and my dad okayed that, my real dad.

Tim BushGUEST
And my, my dad, uh, I never saw him very many times, probably a half dozen times all through growing up until graduation time.

Tim BushGUEST
And then my grandparents, no church at all with them either, and they were married 37 years, but he also taught me my work ethic, work hard, sow your wild oats.
8 MINS LATER


