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Inflation Reduction Act

also referred to as: ira

7 statements across 3 episodes · 4 bullish · 0 bearish · 3 people on the record · first statement Jul 10, 2023 by James Aitken · said 21 times in 6 episodes since 2022 · across every show →

Mentions by year

brought up most by James Aitken (6), Andy Acker (6), Matt Miller (4), Bill Orem (3), Rob Michalik (1), Adam Rodman (1)

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023202220232024episodes it came up in
0031.563202220232024episodesmentions per episode
2024 5 mentions in 2 episodes 3 per episode
2023 10 mentions in 3 episodes 3 per episode
2022 6 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Inflation Reduction Act, oldest first

Jul 10, 2023 bullish
Prediction Not checkable as stated
Aitken: US and UK industrials will have full order books indefinitely
“All these very good industrial companies in the United States, and some here in the UK who have US businesses, they're going to have a full order book as far as the eye can see as the ripple effects of the Inflation Reduction Act and the accelerated onshoring …”
James Aitken Jul 10, 2023 ▶ 31:40 James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
Jul 10, 2023 bullish
Opinion
Aitken: US industrial capex buildout matches wartime levels
“This is the sort of industrial capex you normally only see in wartime.”
James Aitken Jul 10, 2023 ▶ 33:50 James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
Jul 10, 2023 bullish
Prediction Not checkable as stated
Aitken: IRA multiplier will drive US capex for years regardless of 2024 election
“And there is no overstating the profound impact of this Inflation Reduction Act. It is just starting to be felt. It seems every marginal dollar of Western capex coming into the United States, because the tax subsidies are so generous, Not to mention all the sk…”
James Aitken Jul 10, 2023 ▶ 16:25 James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
Oct 14, 2024 neutral
Assertion Partly supported
Miller: Global voluntary carbon market is $3B annually versus $1T IRA
“That global market is about three billion dollars a year. For some sense of scale of how big the IRA is about a trillion dollars.”
Matt Miller Oct 14, 2024 ▶ 35:20 Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
Oct 14, 2024 positive
Insight
Miller: The IRA made carbon valuable by putting a price on it
“Ironically, by virtue of putting a price on carbon, you've actually made carbon valuable under the IRA.”
Matt Miller Oct 14, 2024 ▶ 41:21 Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
Oct 9, 2025
Assertion Partly supported
Mogelof: Defined contribution is $12.5T, with DB and IRAs ~35% each
“The defined contribution market, which is about 12 and a half trillion dollars, represents about 30% of the overall retirement market, and then DB and IRAs are split pretty evenly, about 35% each.”
Eric Mogelof Oct 9, 2025 ▶ 7:03 Understanding the 401(k) Market – Eric Mogelof, KKR (EP.464)
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