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