Forward Guidance

The Car Market Is Crashing | Paul Hodges

Dec 1, 2022
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Episode notes
1
Introduction
00:00 • 3min
2
What's Happening in the Market?
02:49 • 3min
3
The US Auto Market Is on the Decline, Right?
05:59 • 4min
4
What's the Role of the Collateral Value in Auto Loans?
09:57 • 3min
5
Car Prices Are Not an Asset
13:05 • 6min
6
How Do You Think Bankruptcy Is Going to Be?
18:55 • 3min
7
Do You Think We'll See the Same Pattern in Autos?
22:10 • 2min
8
What Are the Major Themes Within the Chinese Auto Market?
24:34 • 5min
9
The Chinese Auto Market Is Taking Over the World
29:33 • 4min
10
The Future of Electric Vehicles and Autonomous Vehicles
33:45 • 5min
11
EVs
38:35 • 3min
12
The Timeline for the Adoption of Autonomous Vehicles
41:53 • 4min
13
Is Europe a Recession?
45:24 • 6min
14
Investing in the European Automakers?
51:08 • 3min
15
Are We Going to Be an Elephant or a Tree?
54:06 • 2min
16
Are the Owners Really Committed to This?
56:24 • 2min
17
Tesla
58:49 • 4min
18
The Biggest Problem in China?
01:02:44 • 4min
19
The Risk for the Chinese to Go to China?
01:07:04 • 3min
20
The New Normal - The pH Report
01:09:50 • 4min
21
The Chemicals Market Is a Litmus Test for the Global Economy
01:13:28 • 4min
22
What Are Some Publicly Traded Chemical Stocks?
01:17:06 • 4min