The Transcript
Welcome to The Transcript Podcast where we highlight and discuss key thoughts, ideas, and themes we picked from our reading of transcripts from earnings calls.
The Transcript
Episode 112: Subprime Signals
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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