In this episode of The Real Eisman Playbook, Steve is joined by Itay Michaeli, the senior auto analyst at TD Cowen. The two of them discuss all things Tesla, from the company’s declining earnings, the impact of Elon Musk’s politics, the battle with Waymo, and much more. They also discuss China’s status in the AV race, the future of autonomous EV vehicles, and other notable companies within the auto sector.

0:00:00 - Intro
0:02:08 - Why Have Tesla’s Earnings Gone Down Since 2022?
0:11:10 - Elon Musk’s Politics
0:14:51 - The Impact of the Trump Bill
0:19:00 - The Charging Situation in Blue States vs Red States
0:22:44 - Autonomous Vehicles
0:26:40 - Waymo vs Tesla
0:35:19 - The Future of Autonomous EV Vehicles
0:38:14 - China’s Place in the AV Race
0:41:25 - Tesla’s Valuation
0:46:08 - The Austin Event
0:48:08 - Other EV Companies That Could Challenge Tesla
0:49:55 - GM, Ford, and the Rest of the Auto Sector
0:52:55 - Aptiv
1:00:01 - Itay’s Top Stocks Right Now
1:00:45 - The Future of Tesla

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service.

Copyright ©2025 Steve Eisman

Terry Bisson

The AI-powered Podcast Player