CNBC's "Fast Money"
Tesla’s Stall Continues… And The Long Term Impact From Trump’s Economic Policies 02/11/25
Feb 11, 2025
In this engaging discussion, Paul McCulley, former PIMCO chief economist, shares his insights on Tesla's declining stock and Elon Musk's potential distractions impacting investor confidence. He delves into the broader economic implications of President Trump's recent policies, expressing concern over long-term effects. The conversation touches on the competitive challenges in the electric vehicle market and market movements influenced by tech partnerships in China, highlighting a complex landscape that investors need to navigate.
42:29
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Quick takeaways
- Tesla's stock decline is attributed to investor concerns over Elon Musk's distractions and the company's unresolved operational challenges.
- President Trump's economic policies may create long-term economic risks, highlighting a complex interplay between politics and Tesla's business strategies.
Deep dives
Tesla's Struggles and Stock Performance
Tesla's stock has experienced significant declines, plunging more than 6% to its lowest level since mid-November, marking a troubling five-day losing streak. Concerns about the slowdown in its core business, particularly in major markets like France, Germany, and China, have amplified worries among investors. While some believe that advancements in self-driving technology could serve as a positive catalyst for the stock, others highlight the deteriorating fundamentals, which include poor earnings and aggressive pricing competition in the EV sector. Without addressing these underlying issues, the company's trajectory looks increasingly precarious amidst escalating competition and operational challenges.
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