logo
episode-header-image
Nov 2024
46m 36s

Volkswagen in Crisis: Can Germany's Auto...

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
About this episode

The automaker's challenges reflect broader issues within the country's industrial sector, signaling potential shifts in Germany's economic landscape.

 

Today's Stocks & Topics: ZIM - ZIM Integrated Shipping Services Ltd., Market Wrap, EMA - Emera Inc., DG - Dollar General Corp., AMAT - Applied Materials Inc., S - SentinelOne Inc., Volkswagen in Crisis: Can Germany's Auto Giant Survive the Shift?, CROX - Crocs Inc., 457 Rollover, The Return of Trumponomics, Trump's Tariffs.



Our Sponsors:
* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me
* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com


Advertising Inquiries: https://redcircle.com/brands
Up next
Jul 18
War Bonds vs. War Stocks: How Treasuries Are Really Responding to the Iran Conflict
Contrary to the traditional flight-to-safety playbook, bond yields are rising alongside oil prices as war-driven inflation fears overwhelm demand for U.S. Treasuries as a haven asset. We examine why this unusual bond market behavior matters for every investor who holds fixed inco ... Show More
45m 13s
Jul 17
Is the AI Rally Ignoring a Real Geopolitical Threat to Tech Stocks?
Even as the Strait of Hormuz closed and oil surged, chip stocks and the Nasdaq bounced back sharply as investors bet that AI-driven earnings growth outweighs any geopolitical headwinds. We explore the dangerous psychology of a market that keeps shrugging off war headlines — and w ... Show More
44m 32s
Jul 16
Retail Investors Chase Shiny Objects While Ignoring the S&P 500
New data shows retail traders are piling into speculative assets and individual momentum plays while largely ignoring broad index exposure in the S&P 500 — a behavioral pattern that historically signals late-cycle risk-taking. We explore the psychology behind this trend and why c ... Show More
43m 24s
Recommended Episodes
Sep 2024
Why Volkswagen hit the skids
<p>Volkswagen is facing a crisis. Often considered a symbol of Germany’s industrial power, it’s now reckoning with a difficult transition to electric vehicles, among other issues. And now, management is considering breaking a long-held taboo: closing German factories. Patricia Ni ... Show More
20m 13s
Aug 2023
Teutonic plague: is Germany the sick man of Europe?
<p>Owing to a host of deep-rooted economic and political challenges, it could be the only G7 economy to contract this year. How might it <a href="https://www.economist.com/leaders/2023/08/17/is-germany-once-again-the-sick-man-of-europe?utm_campaign=a.io&utm_medium=audio.podcast.n ... Show More
24m 55s
Dec 2024
Is Europe’s car industry at a crossroads?
The car industry across the European Union employs over thirteen million people, both directly and indirectly, that’s around six percent of the bloc’s workforce. But in recent years, Europe’s manufacturers have been struggling to cope with issues like economic downturns, clean en ... Show More
22m 58s
Mar 2025
A New Round Of Auto Tariffs… And The Data Center Dash 3/26/25
<p>Auto stocks are stalling out, as the Trump admin announces new import tariffs. What those taxes will look like, and how carmakers can handle the rough roads. Plus Hyperscale demand on the rise, as tech leans even more into AI. The names leading the charge, and how one tech gia ... Show More
54m 41s
Aug 2023
Teutonic plague: is Germany the sick man of Europe?
<p>Owing to a host of deep-rooted economic and political challenges, it could be the only G7 economy to contract this year. How might it <a href="https://www.economist.com/leaders/2023/08/17/is-germany-once-again-the-sick-man-of-europe?utm_campaign=a.io&utm_medium=audio.podcast.n ... Show More
24m 55s
Apr 2025
Murky Monday For Stocks… And Tariff Impact On Automakers 4/14/25
<p>Stocks kicking off the week with another volatile session. How the latest tariff headlines are causing even more market swings, why a technical ‘death cross’ is flashing warning signs in the S&P 500’s technicals, and why one currency expert says to steer clear of the U.S. doll ... Show More
43m 40s
Aug 2019
Is Germany OK?
It’s known for precision and punctuality but Europe’s engine is slowing down. Germany’s economy relies heavily on selling its products abroad. Famed for luxury cars like Porsche, BMW and Mercedes-Benz, exports are nearly half the German economy. So if countries decide they don’t ... Show More
22m 58s
Nov 2024
What’s holding back France and Germany?
We look at the issues facing two of Europe’s major economies. Germany’s downturn has deepened with existential fears about its major export industries. And now, political turmoil means industry leaders are calling for a snap election as soon as possible. Meanwhile in France, ther ... Show More
17m 28s
Jan 2024
Toyota takes the crown
The auto industry had a generally strong 2023. This certainly included Toyota, which reported that it’s held onto its title as the world’s best-selling car company. But during prepared remarks, the company’s chairman also offered an apology. We unpack. Plus, can we expect any int ... Show More
7m 48s