Paul Jacobson

Drew Matus, Chief Market Strategist at MetLife, discusses how investors are relying on earnings, adapting to a lack of economic data. Paul Jacobson, CFO of General Motors, shares insights on GM's resilience amid supply chain challenges and strategic shifts in manufacturing. Monica Guerra, Head of U.S. Policy at Morgan Stanley, explores U.S.-China trade negotiations, the impacts of tariffs, and the uncertain future for tariffs in fiscal policy. Together, they provide a comprehensive analysis of current market dynamics.

Paul Jacobson, the Chief Financial Officer of General Motors, shares insights into the automotive industry's challenges. He discusses GM's impressive resilience through COVID and supply chain disruptions. Jacobson highlights GM's strategic pivot towards electric vehicles while maintaining inventory discipline. He also elaborates on diversifying supply chains and U.S. investments, along with the company's progress in tariff relief negotiations. Jacobson wraps up by detailing GM's profitability strategy in the competitive Chinese market.

Paul Jacobson, the Chief Financial Officer of General Motors, dives into the company's second quarter earnings, highlighting the financial impacts of recent tariffs on EV sales. He discusses strategic pricing adjustments and cost controls to maintain consumer trust. Jacobson emphasizes investments in U.S. production to enhance supply chain resilience post-COVID-19. He presents an optimistic view on future production stability tied to trade agreements and outlines GM's robust capital allocation strategies, including plans for share repurchases to boost shareholder returns.

Paul Jacobson, CFO of General Motors, discusses a groundbreaking $4 billion investment aimed at reshaping U.S. automotive production amidst tariffs. He highlights the shift of vehicle manufacturing, like the Silverado and Sierra, from Mexico to U.S. plants, enhancing domestic parts sourcing. The conversation also covers the complexities of rare earth supply chains and the strategic moves to ensure sustainable access to battery materials. Jacobson explains how GM navigates pricing strategies while focusing on stability and maintaining value for consumers.

Apple cancels electric car project; GM CFO interview covers revenue and Cadillac Lyric success. Automotive industry advancements include safety systems, partnerships, challenges for tech companies like Apple, and importance of collaboration. Recon process challenges and integration solutions in dealerships discussed. Autonomous driving technologies rebuilding trust with focus on safety, responsible growth, and transparent communication efforts.