We revisit GM to further dig into Blue Pacific's bearish view on the company and the industry. We also speak with Phoebe Wall Howard of the Detroit Free Press to see what people inside the industry are saying. It doesn't paint the rosiest picture in the world for investors, but it certainly makes for interesting study.
Topics covered:
Blue Pacific - 2:00-37:20
2:15 minute mark - What makes GM stand out from pick-up peers
5:45 - Where is the potential bottom and what has changed since 2007-2009?
14:30 - What about the industry as a whole, and the supposed pickup truck oligopoly?
20:30 - Automotive 2.0 - Legitimate hope or hype? And GM's bad luck with bad drivers.
28:30 - Whether anyone will truly win automotive 2.0.
32:30 - Does Tesla skew perceptions?
34:30 - GM's recent management turnover and the questions it raises.
Phoebe Wall Howard - 38:00-1:13:00
38:50 - Change is gonna come in the industry, whether cyclical or otherwise
40:00 - Pick-up trucks and the ties to automotive 2.0
45:00 - Fiat Chrysler and GM going head to head
48:30 - Digging into automotive 2.0 and the passion behind it at GM
54:00 - Is tech making itself felt in Detroit?
57:00 - What is the industry most excited about vis a vis new technologies, and what scares it the most?
1:04:30 - What has changed this time around vs. 2007-2009? And how much do people love their cars?
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