Activists: Higher All-Time Highs, Please

This podcast episode discusses T-Mobile's acquisition of most of U.S. Cellular, the impact of consolidation and debt loads in the telecommunications industry, Rocket Lab's expansion plans, and the divergence between Rocket Lab's stock and its fundamentals. It emphasizes the importance of spectrum assets and the need for companies to adapt and behave responsibly to meet the demands of consumers. The episode also highlights the significance of managing debt and strategic investments in both the telecommunications and space industries.