Joining the discussion is Ed Elson, a savvy market analyst from Prof G Media. Together, they dissect Home Depot's disappointing earnings and what it reveals about consumer behavior. The duo also highlights Stellantis' impressive growth, positioning it as a major player in the EV market. The conversation shifts to Mexico's controversial decision to nationalize its lithium reserves, drawing parallels to oil and discussing potential global implications. Tune in for insights on the housing crisis and the evolving automotive landscape!