Carlos Ghosn

Carlos Ghosn, former chairman and CEO of Renault Nissan Mitsubishi Alliance, discusses the intricate dynamics of a potential Nissan-Honda merger. He highlights the limited synergies and the significant political and economic pressures involved. Ghosn also addresses the stagnation within the Renault-Nissan alliance compared to the rapid growth of the Chinese auto market. Furthermore, he critiques trade disruptions affecting the industry and emphasizes the necessity for companies to innovate in their electric vehicle strategies to compete globally.

Carlos Ghosn, the former chairman and CEO of Nissan, joins the discussion to offer a deep dive into the automotive industry. He warns that Nissan could become a ‘victim of carnage’ if the merger with Honda goes through, reflecting on the complexities of corporate governance in Japan. The conversation also tackles the fierce competition from Tesla and Chinese automakers, highlighting the urgent need for strategic partnerships. Ghosn's insights shed light on the shifting landscape of auto partnerships and the challenges faced by traditional manufacturers.

Adam Koons, Chief Investment Officer at Winthrop Capital Management, and Carlos Ghosn, former CEO of Nissan, dive into the proposed merger between Nissan and Honda. They discuss how this strategic move could reshape Japan's automotive market and challenge Toyota's dominance. Ghosn shares insights on the complex legacy of his leadership and the political pressures influencing the merger. The conversation touches on market dynamics, cultural hurdles, and the broader challenges facing automakers in an increasingly competitive global landscape.