What podcasters are saying about Autos & EVs

Summary

In the past 30 days, 8 speakers on 6 finance podcasts discussed Autos & EVs in 9 views. Chorus has followed Autos & EVs since October 11, 2026.

Who talks about it most

• Michael Dean · 2
• Carol Massar · 1
• Jason Lemkin · 1
• Friedrich Merz · 1
• Steve Van Metre · 1
• Trina Chen · 1
• Danielle Park · 1
• Jeff Snider · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Carol Massar · Bloomberg

  US EV demand is stabilizing after the tax-credit boom and bust, though it has not rebounded.

  Massar's read-through on the Bloomberg report rests on several data points. Tesla and Rivian beat expectations for Q3 EV sales, and dealers say they want more battery-powered inventory. Dealer EV inventory fell from about 180 days' supply in early 2026 to 78 days in August, roughly in line with combustion-engine stock. EV share is near 6% of the US market, per Cox Automotive. She tempers the view, noting that many automakers still report weak year-over-year EV sales, that no new-EV boom has materialized, and that shoppers are buying hybrids and used EVs instead.

  “It all points to EV demand that's beginning to stabilize after last year's boom and bust tied to the cancellation of generous US tax credits for EV buyers.”at 49:27

  Bloomberg Surveillance: Affordability In Focus Ahead of Midterms; US National Wealth Tax Debate · October 24, 2026

• Jason Lemkin · SaaStr

  China will dominate global EVs and autonomy; no one can match its cost position.

  Lemkin cites Elon Musk's view that China will take over car making and that the last car a human will ever drive is near. He says China's cost position in electric and other vehicles is so strong that no one can compete. He adds that in a few years almost no one will drive their own car.

  “China is going to dominate global EV and autonomy. No one can compete with their cost proposition in electric and otherwise.”at 54:38

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• Michael Dean · Bloomberg Intelligence

  European automakers must restructure, cutting another 50,000 jobs and capacity under Strategy 2030.

  European automakers are going down the EV road but have to restructure. A new strategy 2030 has just been announced, and it will mean losing another 50,000 jobs and cutting capacity. Paul Sweeney adds that they will also have to reduce capacity in China, so the sector is under heavy pressure.

  “going down that road, but they have to restructure. And they just announced the new strategy 2030, and they're gonna have to lose another 50,000 jobs. They're gonna have to cut capacity.”at 25:44

  Bloomberg Surveillance: Sticky Inflation is Testing the Fed; Midterm Election Countdown · October 21, 2026

• Michael Dean · Bloomberg Intelligence

  Battery EV uptake in Europe is driven by cheap Chinese imports, not fuel prices.

  Diesel at about $6 a gallon in Europe is still cheap compared with other areas, so high fuel prices are not yet the main push. Battery electric vehicle take-up is rising, but Michael Dean says that is mainly because Chinese imports are so cheap, not because of the actual fuel price. Chinese brands are a major competitive force in the European market.

  “That's still pretty cheap compared to Europe. So it's starting to have an impact, and you're seeing higher take up of battery electric vehicles, but that's more because the Chinese imports are so cheap rather than the actual fuel price.”at 30:32

  Bloomberg Surveillance: Sticky Inflation is Testing the Fed; Midterm Election Countdown · October 21, 2026

• Friedrich Merz · Federal Government of Germany

  Germany's car industry can compete with subsidized Chinese EVs, but must transform itself on its own.

  Asked whether German carmakers can counter a flood of subsidized Chinese EVs, Merz says the answer depends on the framework and political conditions, which the government is now redrawing. He says Germany and France agreed on Friday on combustion engines, opening the way for a common European position. He is confident the industry has the potential to compete, but says a big transformation is under way that companies must carry out themselves, while government provides the framework and political opportunities.

  “Yes, I'm sure that we have the potential, but there is a big transformation happening in the industry and that is something they have to do on their own. ... but the companies have to do their own homework.”at 19:40

  Bloomberg Talks: German Chancellor Friedrich Merz Talks Security in Europe · October 19, 2026

• Steve Van Metre · Steven Van Metre Financial

  Auto demand is drying up as higher rates make car purchases unattractive after the pull-forward.

  Van Metre says the August auto buying spike reflected households expecting energy costs to last, so they downsized gas-guzzling trucks, and EV sales jumped. He then argues that auto demand is now fading because higher interest rates make car financing unattractive, so the earlier pull-forward is stopping. He sees this as a sign that consumers are cutting back on larger purchases.

  “not only the auto market, you see all of sudden that drying up as people who's, as you said, would buy a car, but because of higher interest rates, it makes no financial sense.”at 11:31

  Eurodollar University: Gas Stations Just Confirmed the Worst-Case Scenario for the Economy · October 19, 2026

• Trina Chen · Goldman Sachs

  Chinese EVs sell about 20% below comparable global brands, a gap stable for three to four years.

  Comparing same-model Chinese EVs with global brand names, Chen finds a discount of about 20% that has held steady over the past three to four years. She contrasts this with robotic vacuum cleaners, where Chinese products entered the US at a 40% discount and now sell at a 60% premium because of continuous innovation and added functions.

  “if you compare same model, Chinese EV versus global, some of the brand names, The discount is around 20% and it's been very stable in the past three to four years.”at 3:35

  Goldman Sachs Exchanges: Where Chinese Exports Are Gaining the Most Market Share · October 13, 2026

• Danielle Park · Croft Financial Group

  High gasoline prices are pushing a shift to EVs and hybrids, which will help self-correct oil prices.

  There is a big move to alternative fuels and EVs. About 60% of cars bought in China are now electric, Europe is a huge market, and interest in hybrids and EVs is rising in Canada and the US. This follows the same self-correcting mechanism, where high gasoline prices push people toward more efficient ways to drive. That efficiency shift helps bring oil prices back down.

  “it's also transitioning this huge move to alternative fuels and EVs. I think 60% of the autos purchased in China have been electric now.”at 55:00

  Thoughtful Money: High Yields To Pull Asset Prices Down | Danielle Park · October 11, 2026

• Jeff Snider · Atlas Financial

  Auto demand boom is illusory; used prices, Mexican output and automaker production all point to weakness.

  Auto sales accelerated to their fastest pace since April of last year, but he argues this reflects purchases pulled forward by fear. The Manheim Used Vehicle Value Index fell 1.1% from August and was down 0.6% year over year, and non-adjusted wholesale prices also declined. Broad demand strength would normally support used values, so the softness shows financing and borrowing anxiety. Production is weakening: Mexican vehicle output fell 15.1% year over year in September and auto exports fell almost 12%, with GM and Nissan production down more than 25%. Mexico is a proxy for US demand. He acknowledges tariffs and trade uncertainty muddy the figures but says they are not reassuring, and that producers are limiting exposure rather than building for a durable boom.

  “Producers facing uncertain demand, financing pressures, unpredictable trade rules, they're not building as if August represented the start of a durable automotive boom.”at 11:14

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