In this episode, we contrast corporate optimism against a backdrop of enduring inflation, address the financial pressures facing low-income consumers and the distress signals from rising subprime delinquencies, and examine the unexpected challenges in the mass-market adoption of EVs.

The episode is based on this week’s newsletter that is available on Substack.

Positive Outlook

Show Notes

00:00:00 Introduction

00:00:10 Prevailing Optimism

00:01:50 Low-Income Consumer Strains

00:03:54 EV Market Dynamics

00:04:56 Automaker Bets and Brand Loyalty

00:07:01 Hybrids Gaining Ground

00:07:54 Conclusion

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