The Transcript

Episode 112: Subprime Signals

February 14, 2024 Scott Krisiloff and Erick Mokaya
Episode 112: Subprime Signals
The Transcript
More Info
The Transcript
Episode 112: Subprime Signals
Feb 14, 2024
Scott Krisiloff and Erick Mokaya

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.

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 Loyalt

00:07:01 Hybrids Gaining Ground

00:07:54 Conclusion


Show Notes

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.

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 Loyalt

00:07:01 Hybrids Gaining Ground

00:07:54 Conclusion