Episode 112: Subprime Signals
Feb 14, 2024•8 min
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Episode description
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
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