Where Can the Automotive Industry Go From Here?: Part One
Interest rates, chip shortages, and inflation are creating tough times now, but the car market could rev up in 2024.
Investing Insights · Ivanna Hampton, David Whiston
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Show Notes
In this two-part episode, Dave Whiston, U.S. autos equity analyst for Morningstar Research Services, discusses the industry’s outlook and two cheap stocks.
00:11 Introduction
00:42 Themes in the auto industry for 2023
01:28 Where does auto inventory stand now?
03:21 Which automakers took the brunt of this inventory drop?
05:37 When are used car prices expected to come down?
09:06 Recommendations for car buyers
09:51 What’s the trickledown effect on leasing?
11:29 Could we see an auto bubble?
13:46 The auto industry recession
17:36 Where can the U.S. auto industry go from here?
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