Marc Robinson

In this episode, Marc Robinson, an expert in strategy and risk management with a rich automotive industry background, delves into the recent UAW strikes and negotiations from a Game Theorist perspective. He discusses key success factors for the UAW, broader implications for the automotive industry, and future union negotiations. Topics covered include simultaneous negotiations, corruption scandals within the UAW, demands made by the new union president, wage increases, joint venture battery plants, sustainability concerns, and the need for better preparation for future negotiations.

Ron Gross and Matt Argersinger, both seasoned analysts, share their insights on the tech sector's earnings, where Starbucks is seeing a major upswing with its innovative strategy. They also dissect Apple's stagnant growth amid robust revenues and highlight Shopify's momentum. Economist Marc Robinson dives into the heated negotiations between the United Auto Workers and major automakers, revealing the intricacies of labor dynamics. Plus, Gross and Argersinger evaluate promising stocks like WK Kellogg and Quest Diagnostics, ensuring a blend of market analysis and engaging commentary.

Join Jason Moser, a Motley Fool analyst, and Marc Robinson, a game theory expert with three decades at GM, as they dive into the intricate dynamics of the UAW strikes. They explore how game theory applies to negotiations between unions and automakers, revealing the strategic motivations behind their actions. The conversation also touches on the challenges faced by companies during public transitions and the uncertain IPO landscape, offering insights into investment strategies in the current market.