Cliff Notes On the Global Manufacturing Picture

In this episode, Haig Stoddard, the widely followed auto industry analyst, joins host Cliff Waldman to talk

about a range of issues facing the U.S. auto industry. After discussing considerable supply chain problems Haig offers analysis of mounting demand-side pressures including the surge in gas prices and the rapid rise in interest rates. This is followed by a discussion of the longer-term forces shaping the auto sector including the work-from-home phenomenon, potential migration out of the city centers, and climate change. 

The episode concludes with analysis of workforce problems in the U.S. auto industry.

Learn more about your ad choices. Visit megaphone.fm/adchoices