Corey Cantor, a Senior EV analyst at BloombergNEF, dives into the intricate dynamics of electric vehicles in the U.S. He discusses the recent surge in EV sales, spotlighting GM's advancements while contrasting it with Ford's delays. The conversation shifts to potential repercussions of Trump's policies on EV tax credits and adoption rates. Cantor highlights international collaboration affecting the U.S. market and examines the pivotal role of state incentives amid evolving competition, especially from China.

In the US, Tesla remains far and away the dominant maker of electric vehicles. But on a global scale, the situation is much more competitive. Over the last few years, Chinese EV makers have massively ramped up their export capacity and one in particular — BYD — sells more total vehicles (both pure EV and hybrid) than Tesla does. On this episode, we speak with Corey Cantor, an EV analyst at BloombergNEF about the competition between these two companies, China's EV strategy more broadly, the worldwide battle over batteries, the impact of the Inflation Reduction Act and the big shifts underway in the global automotive landscape.See omnystudio.com/listener for privacy information.

Mandeep Singh, senior tech analyst, shares insights on Alphabet's strong earnings amid Meta's AI concerns. Sam Fazeli discusses Eli Lilly's challenges in the pharmaceutical market. Corey Cantor highlights the impact of U.S. presidents on EV fuel economy standards. Carmen Arroyo reveals the fragility of the commercial mortgage-backed securities market, particularly in U.S. office spaces. Alison Williams analyzes UBS's earnings, while Rhett Buttle emphasizes business leaders' roles in advocating for secure elections, showcasing the intersection of finance and civic responsibility.

Shana Sissel, President of Banríon Capital, shares her insights on the financial market outlook. George Ferguson, a senior analyst, discusses Boeing's $19 billion share sale amidst liquidity challenges and a striking workforce. Steve Mann highlights Volkswagen's planned closure of three factories due to global competition and shifting sales dynamics. Kirsten Fontenrose analyzes recent Middle East tensions. Additionally, RJ Gallo and Rhett Buttle explore the upcoming elections' impact on fixed income markets and civic engagement by business leaders.

Diana Rosero Pena, a Consumer Staples Analyst, shares insights on Couche-Tard's $31 billion buyout offer for 7-Eleven and potential market impacts. Crystal Tse discusses Carl Icahn's $2 million SEC settlement, shedding light on activist investors. Carol Schleif, CIO at BMO Family Office, provides her outlook on market conditions. Corey Cantor, Lead US Electric Vehicle Analyst, highlights trends and challenges in the electric vehicle sector as major automakers adapt to changing consumer demands and infrastructure needs.