Podcasts about Carvana

Esta semana hablamos de qué publican los CEO mexicanos en LinkedIn, de Carvana, de McKinsey y de Strava. En el deep dive discutimos reportes trimestrales de algunas de las empresas de nuestro país, incluyendo ASUR, Liverpool y Bafar.notas del episodio 03:14 - LinkedIn10:33 - Carvana17:08 - McKinsey23:27 - Strava30:40 - deep diveNos vemos en Summit Regias el 5 de septiembre en el nuevo Hotel Intercontinental. Asegura tu entrada aquíPrueba Whitepaper 30 días gratisCompra tu gorra o ilustraciones de Whitepaper aquí

On episode 424 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ discuss: how AI bailed out the stock market and economy, a history of capex bubbles, the Carvana comeback, investors are trading everything, the labor market debate, vibes vs. data, $1 billion job offers, where home prices are falling, Michael buys a new house, condos are crashing, FAFO parenting and more. This episode is sponsored by YCharts and Vanguard. Get 20% off your initial YCharts Professional subscription when you start your free trial through Animal Spirits (new customers only). Sign up at: https://go.ycharts.com/animal-spirits Learn more about Vanguard at: https://vgi.vg/3GbOsYM. Sign up for The Compound newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Find complete show notes on our blogs: Ben Carlson's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation.   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Chit Chat Stocks, Brett speaks with Laks from Unicus Research on data their research firm is tracking in regards to car loans (including Carvana), student loan impact on credit scores, and deteriorating consumer balance sheets. They discuss:(03:45) Exploring the Used Car Lending Market(07:10) Analyzing Ally's Position in the Market(15:26) Understanding Asset-Backed Securities (ABS)(28:18) Carvana: A Battleground Stock(32:35) Shorting Carvana: Risks and Considerations(33:11) Carvana and Ally: A Troubling Relationship(34:47) Fraud Allegations and Market Realities(37:53) The Deteriorating Car Lending Market(38:20) The Impact of Student Loan Resumption(41:56) Consumer Spending and Economic Implications(44:00) The Rise of Buy Now Pay Later (BNPL) Services(48:21) Consumer Financial Health at Risk(55:26) Future Outlook: Can Consumer Spending Recover?Unicus Research website: https://www.unicusresearch.com/Twitter/X: https://x.com/UnicusResearch*****************************************************JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Shoot us a Text.Episode #1112: Carvana's stock hits jaw-dropping highs while negative equity haunts car buyers. At the same time, a new report says Gen X may quietly be the most powerful consumer group of the next decade.Show Notes with links:What once seemed like a dying online used‑car startup has roared back. Carvana's share price hit an all‑time high in late July 2025—up over 10,000% from the December 2022 bottom—while short-sellers suffered nearly $7.42 billion in losses.Q2 2025 sales hit $4.84 billion, up 42% year-over-year. Retail units sold jumped 41% to 143,280; wholesale units rose 44.5% to 72,770.Net income surged to $308 million with record profit margins across the board.Traditional peers have seen modest stock gains by comparison — AutoNation is up about 80% and Lithia around 44% — with CarMax actually down roughly 7% in the same period.CEO Ernie Garcia III called Carvana “the fastest‑growing and most profitable automotive retailer.”“This rally…is one of the most spectacular recoveries in modern market history,” said Dave Mazza, CEO of Roundhill Financial.A growing share of U.S. car buyers are finding themselves stuck in negative equity, with Edmunds reporting the average underwater loan balance at $6,754 in Q2 2025 — one of the highest levels seen in years.26.6% of new‑car trade‑ins were upside down, a four‑year high.Average negative equity climbed to $6,754, up $500 from 2024.Nearly one in three underwater trade‑ins carried $5,000–$10,000 in debt.The average monthly payment for these buyers hit $915 — $159 above the industry average.Edmunds' Ivan Drury warns: “Many are at risk of getting stuck in a cycle of debt that only grows harder to break over time.”While millennials and Gen Z grab headlines, new research shows Gen X — those born between 1965 and 1980 — may be the most influential consumer group of the next decade.Gen X is set to remain the world's highest-spending demographic through 2033.In 2025 alone, they're projected to drive $507B in food and beverage sales, $80B in beauty, and $42B in alcohol.Nearly 40% use AI assistants for shopping recommendations, defying “tech-averse” stereotypes.72% prefer name brands over private label, bucking the store-brand trend.“Gen Xers are the gatekeepers of trillions in spending, effectively serving as the CFOs of three generations,” said Wolfgang Fengler of World Data Lab.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Auto companies saw mixed results in the second quarter related to sales and finance volume, as Carvana's originations surged, Ford Credit's earnings rose and Credit Acceptance Corp. and Penske Automotive faced declines.Carvana's originations soared 51.1% year over year in Q2 to $3.1 billion, while Credit Acceptance Corp.'s originations plummeted 14.6% YoY on a unit basis to 86,486, according to the lenders' earnings reports.Captive Ford Credit saw an 88.1% YoY increase in earnings before taxes to $645 million in Q2, though its finance penetration rate of U.S. Ford Motor sales fell to 33% in Q2, compared with 51% a year earlier, according to its earnings report.Retailers Asbury Automotive and Penske Automotive faced declining finance and insurance profits. Asbury Automotive's F&I revenue fell 5.4% YoY to $182 million, while Penske Automotive's F&I revenue dropped 3.9% YoY to $200.5 million, according to the retailers' earnings reports.Retailers also saw mixed new- and used-vehicle inventory in Q2. Asbury Automotive reported new-vehicle inventory down 13 days YoY at 49 days' supply, while used inventory fell one day YoY at 37 days' supply. Penske's new-vehicle inventory hit 57 days' supply, up YoY from 49, while used vehicles fell YoY to 44 days from 47.Also last week, asset management firms KKR & Co. and Pacific Management Co. agreed to purchase a stake in Harley-Davidson Financial Services and buy more than $5 billion in existing loan receivables, according to a July 30 Harley-Davidson announcement. The announcement came days before Harley-Davidson appointed Artie Starrs, chief executive of Topgolf, to be its new chief executive starting Oct. 1.In this episode of the “Weekly Wrap,” Auto Finance News Editor Amanda Harris, Senior Associate Editor Truth Headlam and Associate Editor Aidan Bush discuss trends across second-quarter bank earnings for the week ended Aug. 1. 

Interview date: July 16, 2023Episode Summary:Bobby Amamizu, a seasoned dancer, educator, and choreographer. Bobby shares his inspiring journey from a competitive dancer at Irvine Dance Academy to working with top choreographers and performing in high-profile productions like Dancing with the Stars. He talks about his early years in the dance industry, including the pivotal moments that shaped his career, such as performing in the Fiona Apple music video at just 10 years old and his experiences with Cirque du Soleil's Viva Elvis show in Las Vegas.He reflects on the importance of training in multiple dance styles, including tap, ballet, jazz, and hip-hop, and emphasizes how versatility helped him stand out in a competitive industry. He shares valuable advice for dancers, stressing the need to enjoy the process and cultivate strong relationships within the industry. The episode wraps up with Bobby's heartfelt insights into building lasting connections in the dance world.Show Notes:(1:00) Bobby's early dance journey and transition to competitive dance(5:00) Mentorship from Moni Adamson and his first professional gig at 10(10:00) Training at OC High School of the Arts and landing Viva Elvis with Cirque du Soleil(15:00) Navigating challenges as a young dancer in a competitive industry(20:00) How versatility in ballet, tap, and other styles set him apart(25:00) Moving to LA and diving into TV and film work(30:00) Teaching at major conventions like Tremaine and Hollywood Connection(35:00) Building relationships with top choreographers and mentors(40:00) Balancing live performances, TV shows, and teaching(45:00) Current projects, including The Marvelous Mrs. Maisel and an Amazon ballet show(50:00) Final advice: Keep training, stay humble, enjoy the journey, and never give upBiography:Bobby Amamizu originally from Irvine, CA is a graduate from Orange County High School of the Arts and holds a BFA in Dance Performance from UC Irvine. He is a professional dancer, educator, assistant choreographer, and choreographer who has worked in all varieties of entertainment such as stage, industrials, company, film, commercials, and television.Stage/Industrials/Company credits include: Cirque du Soleil's Viva Elvis (original cast), The Power of Music Evening with Hans Zimmer, Freelusion, Cirque du Soleil Worlds Away Roadshow, Loving The Silent Tears (original musical), International Ballet Festival of Miami, Laguna Dance Festival, National Choreographers Initiative, L'Oreal, Mattel, Morinda, Unity LA (Tessandra Chavez), and Commonality (Adam Parson).Film: A Week Away (Netflix), Valley Girl “Like Totally A Musical”, Fame, A Very Harold and Kumar Christmas, Dear Dumb Diary. Television/Commercials: Young Sheldon, The Marvelous Mrs. Maisel (Season 5), Physical (Season 2 and 3), Roar, The Voice Promo, Carpool Karaoke, Ford, Lip Sync Battle, Hulu's “Door No.1”, Home Joy, Miss Universe, Strictly Come Dancing, Fiona Apple music video “Paper Bag,” Jerry Lewis Telethon.He has taught for different companies, institutions, and conventions including Cirque du Soleil, Houston Met, OCSA, Edge Performing Arts Center, Steps on Broadway, Tremaine Dance Convention, and LA Elite/Elite Dance Convention. He is currently on faculty for Hollywood Connection Dance Convention and an Adjunct Professor at Pace University's Commercial Dance Department.Bobby is an assistant to many choreographers such as Marguerite Derricks, Michael Rooney, Bonnie Story, Lane Napper, Dominique Kelley among others. Some of the past projects he was fortunate to be a part of as an assistant choreographer include Happy Socks, AT&T, Carvana, Flirty Dancing and The Marvelous Mrs. Maisel. At the time of taping The Business of Dance Podcast he was working on a new ballet TV show “Etoile” as an assistant choreographer that was filmed in New York and Paris.Connect on Social Media:https://www.instagram.com/bobbyamamizuhttps://www.facebook.com/bobby.amamizu.9

Carvana's stock is up over 100x from its lows in 2023, but the story behind the surge is more complex than it looks. In this episode, we unpack how the company went from near-bankruptcy to posting record profits. We'll break down its $7,000-per-car gross margins, the $274 million in loan gains, and the real drivers of its rebound. This is the inside look at Carvana's high-risk, high-reward turnaround.This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Public.com/disclosures⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Learn how to stop wasting money per lead on bad CTAs If you're spending thousands of dollars per lead and wondering why your landing pages aren't converting, this episode is for you. The marketing world is obsessed with fancy ads and perfect audiences, but here's what I know - most of the time, your biggest opportunity is sitting right there on your landing page. In this episode, I sat down with Sahil Patel to uncover the shocking truth about why common call-to-action buttons like "Request a Demo" are killing your conversions, and reveal the simple changes that can double your results. We talked about how B2B sales is heading for a massive disruption, just like how Tesla and Carvana completely changed car buying forever. Sahil Patel runs a company called Spiralize and this guy has the proof to back up everything he says. He's tested over 1,500 different websites with millions of visitors, so when he tells you what works and what doesn't, you should pay attention. What I love about Sahil is he doesn't just talk about fancy theories - he breaks down website stuff into simple tips that you can use right now. He shares helpful advice on LinkedIn four times a week, and his superpower is showing businesses exactly why their websites aren't making money and how to fix them today. KEY TAKEAWAYS: "Request a Demo" is the worst-performing call-to-action button because it sounds passive and reminds people they have to talk to a salesperson. "Get Started" and "Get a Demo" are the highest-converting CTAs because they're action-focused and don't feel like you're asking for something. Your landing page headline must match your ad copy exactly - if your ad says "cat food" but your page shows "dog food," people will leave immediately. Younger generations (Gen Z and Millennials) hate phone calls so much that B2B sales will shift toward self-service buying, just like Tesla and Carvana did for cars. You need at least 100 form submissions on each version of your test before you can trust the results and make changes. Shorter, more skimmable landing pages work better than long ones because people spend less than two minutes reading your page. AI can help you write faster first drafts of copy, but humans still need to refine it and create emotional hooks that connect with buyers. Having a therapist before you need one is critical for business leaders because running a company means living through constant ups and downs. Growing your business is hard, but it doesn't have to be. In this podcast, we will be discussing top level strategies for both growing and expanding your business beyond seven figures. The show will feature a mix of pure content and expert interviews to present key concepts and fundamental topics in a variety of different formats. We believe that this format will enable our listeners to learn the most from the show, implement more in their businesses, and get real value out of the podcast. Enjoy the show. Please remember to rate, review and subscribe to the podcast so you don't miss any future episodes. Your support and reviews are important and help us to grow and improve the show. Follow Charles Gaudet and Predictable Profits on Social Media: Facebook: facebook.com/PredictableProfits Instagram: instagram.com/predictableprofits Twitter: twitter.com/charlesgaudet LinkedIn: linkedin.com/in/charlesgaudet Visit Charles Gaudet's Wesbites: www.PredictableProfits.com

- Chinese EV Sales Recover in Europe - Commercial Vehicle Sales Tumble in Europe - Commercial EV Sales Soar in U.S.  - Exxon and Chevron Increase Oil Production - Stellantis Names New Head of North American Design - CATL Boosts EV Battery Exports - Honda Introduces Fuel Cell Stationary Storage - BorgWarner Expects Better Second Half - Magna Beats Own Expectations - Aptiv Posts Mixed Results - Autonation Sales Up but Profits Down - Penske Auto Sales Drop - Carvana's Q2 Fantastic

- Chinese EV Sales Recover in Europe - Commercial Vehicle Sales Tumble in Europe - Commercial EV Sales Soar in U.S.  - Exxon and Chevron Increase Oil Production - Stellantis Names New Head of North American Design - CATL Boosts EV Battery Exports - Honda Introduces Fuel Cell Stationary Storage - BorgWarner Expects Better Second Half - Magna Beats Own Expectations - Aptiv Posts Mixed Results - Autonation Sales Up but Profits Down - Penske Auto Sales Drop - Carvana's Q2 Fantastic

Today on CarEdge Live, Ray and Zach discuss the latest news from Carvana. Tune in to learn more!

Allein die Aktien von Microsoft und Meta gewinnen vor dem Opening einen kombinierten Marktwert von rund $500 Mrd.! Die Ergebnisse und Aussichten der beiden Mega-Tech-Aktien sind beachtlich stark. J.P. Morgan geht davon aus, dass heute Abend auch Amazon und Apple die Ziele schlagen werden. Auch außerhalb der Mega-Techs brummt das Business. Die Aktien von Roblox, Ebay und Carvana legen deutlich zu, mit Norwegian Cruise ebenfalls freundlich nach den Zahlen. Bei Robinhood, ARM, Qualcomm und Ford sehen wir nach den Ergebnissen leichte Verluste. Heute steht auch ein Börsengang im Fokus. Figma nimmt an der NYSE den Handel auf, mit einem Zuteilungskurs von $33. Ein Podcast - featured by Handelsblatt. +++Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet +++ +++EXKLUSIVER NordVPN Deal ➼ https://nordvpn.com/Wallstreet Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie!+++ +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html

Allein die Aktien von Microsoft und Meta gewinnen vor dem Opening einen kombinierten Marktwert von rund $500 Mrd.! Die Ergebnisse und Aussichten der beiden Mega-Tech-Aktien sind beachtlich stark. J.P. Morgan geht davon aus, dass heute Abend auch Amazon und Apple die Ziele schlagen werden. Auch außerhalb der Mega-Techs brummt das Business. Die Aktien von Roblox, Ebay und Carvana legen deutlich zu, mit Norwegian Cruise ebenfalls freundlich nach den Zahlen. Bei Robinhood, ARM, Qualcomm und Ford sehen wir nach den Ergebnissen leichte Verluste. Heute steht auch ein Börsengang im Fokus. Figma nimmt an der NYSE den Handel auf, mit einem Zuteilungskurs von $33. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Carvana (CVNA) cruised on earnings while Arm Holdings (ARM) took a leg down after hours. ARM guidance fell between the midpoint of expected guidance range, weighing on shares. Meanwhile, Carvana sees sequential gains in unit sales next quarter. Marley Kayden and George Tsilis takes a closer look at the reports to analyze what's driving the trading action.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

US Treasury Secretary Bessent said he will see US President Trump regarding the China tariff pause on Wednesday and some technical details remain on the China tariff pause, while the China tariff extension decision will be up to Trump and if he does not approve tariff pause extension, tariffs on Chinese goods would 'boomerang' back to April 2nd levels, or another level that he chooses.US President Trump said Chinese President Xi wants to meet and he thinks it will happen before the end of the year, while he stated that they will either approve the trade extension or not. Chinese Vice Commerce Minister Li said the US and China have agreed to extend the trade truce; Bessent said China jumped the gun a little on the 90-day pause.Crude futures surged yesterday amid comments from US President Trump who confirmed changing the deadline for Russia to reach a Ukraine ceasefire agreement to 10 days, while there were simultaneous comments from Treasury Secretary Bessent who told Chinese officials that China could face high tariffs if it continues to purchase sanctioned Russian oil due to US secondary tariff legislation.APAC stocks traded mixed following the subdued handover from Wall St; European equity futures indicate a mildly positive cash market open with Euro Stoxx 50 futures up 0.3% after the cash market closed with gains of 0.8% on Tuesday.Looking ahead, highlights include French GDP, Spanish CPI, German GDP & Retail Sales, Italian GDP, ECB Wage Tracker, EZ GDP & Sentiment, US ADP National Employment, GDP Advance (Q2), PCE (Q2), Fed, BoC, BCB Policy Announcements Speakers including Fed Chair Powell, BoC's Macklem & Rogers, Supply from Italy, US Quarterly Treasury Refunding Announcement.Earnings from Hermes, Airbus, Vinci, Danone, Capgemini, HSBC, GSK, Aston Martin, Santander, Caixabank, Telefonica, Intesa Sanpaolo, Leonardo, Mercedes Benz, Siemens Healthineers, BASF, Adidas, Porsche AG, Meta, Microsoft, RobinHood, Carvana, Lam Research, Qualcomm, Ford, Arm, eBay, FMC, Vertiv, Altria, Kraft Heinz, GE Healthcare & VF Corp.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses are mixed amidst a slew of earnings, US futures flat/firmer ahead of a busy data docket and earnings from Meta and Microsoft.USD rally pauses for breath as markets await Q2 flash GDP and FOMC.USTs contained into numerous US events, Bunds were little moved by national and EZ-wide GDP metrics.Crude takes a breather after Tuesday's rally while gold holds around the unchanged mark.Looking ahead, US ADP National Employment, GDP Advance (Q2), PCE (Q2), Fed, BoC, BCB Policy Announcements Speakers including Fed Chair Powell, BoC's Macklem & Rogers. US Quarterly Treasury Refunding Announcement.Earnings from Airbus, Vinci, Microsoft, RobinHood, Carvana, Lam Research, Qualcomm, Ford, Arm, eBay, FMC, Vertiv, Altria, Kraft Heinz, GE Healthcare.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Carvana's (CVNA) stunning recovery from $3.50 a couple years ago to $300 and near all-time highs is one that continues to grab investor and analyst interest. On Friday, Oppenheimer added to bullish optimism with an upgrade. Kevin Horner highlights the bearish and bullish levels investors should watch and describes the scenarios that can lead to significant moves ahead.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Als Ernest Garcia III im Jahr 2012 gemeinsam mit zwei Mitstreitern Carvana gründet, will er den Autokauf revolutionieren vollständig digital, ganz ohne Händler, Papierkram und Verhandlungen. Nur wenige Jahre später zählt Carvana zu den größten Online-Gebrauchtwagenhändlern der USA. Doch der Weg dahin ist alles andere als geradlinig: Während der Corona-Pandemie steigt der Börsenwert auf über 60 Milliarden Dollar, nur um kurz darauf auf unter 1 Milliarde zu stürzen. Analysten prophezeien den Bankrott, die Presse erklärt das Unternehmen zur „schlechtesten Firma des Jahres“. Und dann gelingt das fast Unmögliche: Ein beeindruckender Turnaround. Mit radikalem Sparkurs, technologischem Feinschliff und strategischen Zukäufen schafft es Carvana nicht nur zurück in die Gewinnzone, sondern wird zu einem der profitabelsten Autohändler der USA. Carvana – Totgesagte leben länger ist Folge 69 von Unternehmen dieser Welt

Likefolio's Landon Swan sees the strength of Carvana's (CVNA) uptrend beginning to wane. He compares their web visits vs their stock price and says they are doing “really well,” but wonders if market expectations are becoming too high after a strong run up over the last few years.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Carmen invested in a tool to help measure the humidity in a room as she has limits to what is comfortable in our new  building.  The people of New Mexico are being tested by flash flood waters.  Dave's got a new truck that he had delivered from Carvana. He's now got 7 days to put it to the test to make sure that's the vehicle he wants.  Bill is in agreement with an unpopular opinion to put certain limits on social media access.  If you need to put limits on scrolling,...

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über die Angst vor Zollbriefen, die Favoriten der YOLO-Community und die Gewinner der One Big Beautiful Bill. Außerdem geht es um Aeva Technologies, Carvana, Avis, Hertz, WisdomTree NASDAQ 100 3x Daily Leveraged (WKN: A3GL7E), Caterpillar, Dow, Amgen, Pfizer, Johnson&Johson, Verizon, UPS, Altria, Tyson Foods, LyondellBasell, Lockheed Martin, General Dynamics, Northrop Grumman, Munich Re (Münchener Rück), Hannover Rück, Rheinmetall, iShares Edge MSCI USA Value Factor ETF (WKN: A2AP35), Nvidia, Apple, Amazon, BYD, Xiaomi, Alphabet, Palantir, D-Wave Quantum, Renk, Hensoldt, Allianz, Deutsche Bank, Siemens Energy, Thyssenkrupp, Deutsche Telekom, Mercedes-Benz, Volkswagen, Strategy, Coinbase, Commerzbank und Aena. Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Rob Haworth, senior investment strategist at U.S. Bank Asset Management, says that the volatility and headline risks of the first half of 2025 haven't changed the outlook for the market and economy, which can grind through the rest of the year and into 2026 with modest gains. Haworth acknowledges "a lot of questions still to be answered," but he says that most of the answers will be within degrees of expectations, and a lack of surprises should allow the market to grind higher. That said, Haworth said investors will want to be properly diversified to protect themselves against the volatility and the news risks. David Trainer of New Constructs puts Carvana back in The Danger Zone, noting that the stock — which he first singled out in April of 2019 — has roared back from a low of $4 per share in December 22 to gain more than 50 percent year-to-date and nearly 150 percent in the last year, rising to a stock valuation "that implies that Carvana will sell as many vehicles as General Motors." Plus Greg McBride, chief financial analyst at BankRate.com, on their latest survey research, which showed that 60 percent of Americans are uncomfortable with their current level of emergency savings, and half of Americans don't have enough emergency savings to cover three months' expenses.

Shoot us a Text.Episode #1081: Today's episode sounds the alarm on EV shipping risks after a $560M shipwreck, dives into the dealer-driven defense of EV tax credits with Alex Lawrence at the helm, and bids farewell to Microsoft's iconic Blue Screen of Death.The June sinking of the Morning Midas cargo ship—loaded with Chinese EVs—has sparked serious concern across the shipping and auto industries. Estimated losses are pegged at $560 million, but the implications go far deeper.The ship was carrying 3,048 vehicles, including 750 EVs and hybrids, when it caught fire en route to Mexico.It's the third major EV ship incident in just over three years, bringing total damages from these disasters to nearly $1.8 billion.The fire's cause remains unknown, but experts say EVs increase the chance of thermal runaway turning into catastrophe.“This is a huge cost, and another blaring warning claxon to the industry,” said AEG CEO Patrick Anderson, pointing to the growing frequency of these incidents.Calls are growing for stricter EV shipping protocols—better fire detection, increased vehicle spacing, and limits on how many EVs can be transported per vessel.A coalition of 19 dealers including Carmax, Carvana, and Utah's EV Auto is urging the Senate to reconsider abrupt EV tax credit rollbacks. At the center of the push is Alex Lawrence, who's making a strong case for used EV affordability.Lawrence says converting the credit into a down payment changed everything for middle-class buyers.He argues that without it, many families couldn't qualify for financing or reliable transportation.Though confident in EV Auto's future, he warns a sudden end “would disrupt the used car market,” calling for a multi-year phase-out instead.The letter emphasized the vital role of the used EV rebate as “a bridge” for working-class Americans.At ASOTU Con last month, Alex quipped “I didn't realize when I got into the car business five and a half years ago I was getting into politics. But boy, did I ever.”Microsoft is officially phasing out one of the most recognizable (and dreaded) elements of the Windows experience: the Blue Screen of Death. After four decades, Windows crashes are getting a new look—and a new name.The classic BSOD will now become the “Black Screen of Death” in an upcoming Windows 11 update.The redesign ditches the frowny face and QR code in favor of a cleaner, more focused layout.The new format will show the stop code and faulty driver right on screen, simplifying diagnosis for IT teams.The update is part of broader efforts to boost Windows 11 stability, especially after last year's CrowdStrike-related crash wave.“This is really an attempt on clarity and providing better information so we can fix it faster.” says David Weston, Microsoft's VP of Enterprise and OS SecurJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Mallory Willsea is live from Engage Summit 2025 in Charlotte, NC, chatting with Stella Liu, Lead Data Scientist of AI Acceleration at Arizona State University. The conversation dives into Stella's journey from tech industry roles at Carvana and Shopify to pioneering ethical AI initiatives in higher education. Packed with insights on building responsible AI tools, this episode is a must-listen for enrollment marketers and higher ed leaders navigating the evolving digital landscape. - - - -Connect With Our Host:Mallory Willsea https://www.linkedin.com/in/mallorywillsea/https://twitter.com/mallorywillseaAbout The Enrollify Podcast Network:The Higher Ed Pulse is a part of the Enrollify Podcast Network. If you like this podcast, chances are you'll like other Enrollify shows too!Enrollify is made possible by Element451 — the next-generation AI student engagement platform helping institutions create meaningful and personalized interactions with students. Learn more at element451.com.Attend the 2025 Engage Summit! The Engage Summit is the premier conference for forward-thinking leaders and practitioners dedicated to exploring the transformative power of AI in education. Explore the strategies and tools to step into the next generation of student engagement, supercharged by AI. You'll leave ready to deliver the most personalized digital engagement experience every step of the way.Register now to secure your spot in Charlotte, NC, on June 24-25, 2025! Early bird registration ends February 1st -- https://engage.element451.com/register

While credit access improved in May and vehicle prices were steady, affordability remained a concern, especially for credit-challenged consumers who face multiple forms of debt. The Dealertrack Credit Availability Index increased 2% year over year in May to 96.7 as credit unions and banks loosened standards and approval rates improved. At the same time, the average new-vehicle transaction price ticked up 1% YoY but was nearly flat month over month at $48,799.  But as student loan payments resume and that debt is again reported to credit reporting agencies, some nonprime borrowers are turning to credit-builder loans and buy now, pay later programs to improve their credit history and finance downpayments for vehicle purchases. Meanwhile, in one of the first actions since the Consumer Financial Protection Bureau undertook a more limited approach to supervision under the new administration, the California State Senate passed a bill that would allow dealers to increase document fees to a maximum of $500. The current processing charges, in effect since 2019, are $85 for new cars and $70 for used cars. The change would align the state's processing fees with that of other states but has received backlash from some consumer advocacy groups that claim the uptick is another “junk fee.” In other news, Arra Finance acquired Crescent Bank's $815 million auto portfolio and plans to grow originations by leveraging the bank's technology stack and dealer base. Other auto finance companies have also seen growth in the first part of the year, including Carvana and Global Lending Services.  In this episode of “Weekly Wrap,” Auto Finance News Editor Amanda Harris, Senior Associate Editor Truth Headlam and Associate Editor Aidan Bush discuss trends in affordability and compliance along with company updates for the week ended June 13. 

In this episode, Scott Becker examines Carvana's stock rebound and the ongoing debate about its legitimacy.

In this episode, Scott Becker examines Carvana's stock rebound and the ongoing debate about its legitimacy.

Chanos & Co. founder Jim Chanos discusses the outlook for the US stock market, his views on Tesla and why he is betting against Carvana. Speaking with Scarlet Fu on Bloomberg Television, Chanos also responds to Michael Saylor dismissing his recommendation to short the shares of Strategy and buy Bitcoin.See omnystudio.com/listener for privacy information.

Hier geht's zu den Tickets für die Finanzpodcast-Nacht am 6. September. Wir freuen uns auf euch! https://www.myticket.de/de/ohne-aktien-wird-schwer-tickets Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Meta jetzt auch KI-Startup-Investor? NVIDIA feiert London. USA & China verhandeln in London. Renault goes Drohnen, IonQ goes Oxford, Qualcomm goes Alphawave, Advent goes Spectris. Warner Bros. Discovery trennt sich. Tesla raus, Starbucks runter. Marimekko (WKN: 920479) hat nicht nur bunte Farben und geile Kollabos, sondern ist auch ein Tenbagger. Carvana (WKN: A2DPW1) ist DER Highflyer der letzten Jahre und lässt selbst KI-Aktien alt aussehen. Aber der legendäre Shortseller Jim Chanos ist skeptisch. Diesen Podcast vom 10.06.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Shoot us a Text.Episode #1054: We're kicking off Tuesday week with a look at surging used car sales and shrinking supply, BYD's aggressive EV price cuts in China, and a Waffle House partnership that brings hash browns and high-speed charging together in the South.Show Notes with links:Automotive News released its top Used Car retailers list showing that the stabilizing of the 2024 market led to some big gains. However, the current complexities and quickly shrinking market day supply is testing even the best players.Used-only dealers like CarMax, Carvana, and DriveTime saw strong 2024 growth as supply chains normalized, with Carvana up 33% year-over-year.Dealers are creatively sourcing inventory—prioritizing trade-ins and direct-from-customer purchases to avoid costly auctions.The current used vehicle supply stands at just a 43-day market supply, the lowest since 2021, with lower-price vehicles hardest to find.Tariff fears have driven consumers to buy quickly, pushing prices for the top 50 used models to an average of nearly $29,000“There isn't a lot of room for error anymore in the post-COVID used-car world,” said Bill Solko, dealer principal of Automotive Avenues.Meanwhile Cox Automotive's Jonathan Smoke warned, 2025 is going to be a roller coaster for this industry,” BYD just launched a fresh round of EV price cuts in China, triggering a market shake-up that's pummeling stocks and ramping pressure on rivals like Tesla.BYD slashed prices across several models, including a 20% cut on the sub-$10,000 Seagull hatchback now priced at an equivalent of $7,780The Chinese EV market is nearing 50% penetration — five times the U.S. rate — largely due to aggressive pricing strategies.EV maker stocks, including BYD, Li Auto, and Geely, fell sharply after the announcement, signaling investor anxiety.BYD's growing profit cushion from 2019–2024 gives it room to undercut less profitable competitors.“This new price war will put even more pressure on Tesla,” Electrek reported, especially as new players like Xiaomi ramp up.In a match made in Southern heaven, bp pulse and Waffle House are joining forces to bring 400kW ultrafast EV charging to your next roadside breakfast stop.Starting in 2026, Waffle House locations across Georgia, Texas, Florida, and beyond will host six-bay charging stations.The chargers will support both CCS and NACS connectors and deliver up to 200 miles of range in about 15 minutes.The 24/7 diner vibe adds much-needed comfort and reliability to the EV charging experience.This builds on bp pulse's growing U.S. network, which includes partnerships with Hertz and 8,000+ retail locations.“Charging up while fueling up on an All-Star Special will be convenient and fast,” said Waffle House Innovation Director David Repp.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Alissa Coram and Ken Shreve analyze Thursday's market action and discuss key stocks to watch on Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today on CarEdge Live, Ray is joined by CarEdge's own Tricia and Debbie to break down the latest headlines—including Carvana CEO Ernest Garcia III's record-setting $192 million stock sale. What does it mean for the future of Carvana, and what should consumers take away from this move? We'll also dive into the CarEdge Dealer Network, how it's evolving, and what it means for car buyers looking for transparency and trust in today's market. Don't miss this insightful conversation with two of CarEdge's most experienced team members.

Shoot us a Text.Episode #1039: Today we're talking about Carvana's record-setting quarter and bold new goal, Ford's strategic price hikes post-tariffs, and why Google's stock took a beating after an Apple exec dropped a courtroom AI bomb.Show Notes with links:Carvana has bounced back in a major way, setting a new quarterly record for used-vehicle sales and showcasing the company's transformation from high-growth chaos to sustainable profitability, even amid looming tariff concerns.Q1 retail sales hit 133,898 units, up 46% year over year—beating their prior record by 16,000 vehicles.Net income reached $373M; revenue surged 38% to $4.2B.Tariffs caused a temporary demand bump, but Carvana is now focused on adapting inventory to price-sensitive consumer behavior.Carvana aims to sell 3 million vehicles annually within 5–10 years, targeting a 13.5% adjusted EBITDA margin by fully utilizing its existing infrastructure like ADESA megasites and inspection centers.CEO Ernie Garcia emphasized flexibility: “We've got significant margin to work with… and significant cash balances.”As the auto industry adjusts to newly announced tariffs, Ford is selectively increasing prices on several 2025 models while shielding current dealer inventory.Starting May 2, 2025 Mavericks, Bronco Sports, and Mach-Es (all produced in Mexico) will see MSRP increases of $600–$2,000, depending on trim and features.Existing stock and vehicles already in transit will keep their original sticker prices.Earlier this week, Ford withdrew its 2025 outlook, citing $1.5B in expected tariff-related earnings impact.Ford is one of the first major automakers to publicly respond to the impact of the tariffs with pricing strategy.“We can't forecast what we can't see,” said one executive privatelyIn a courtroom twist, an Apple executive may have confirmed Google's worst fear—that AI is starting to eat into its search dominance.Eddy Cue, Apple's services chief, testified that Safari searches dipped in April for the first time ever, likely due to users turning to AI tools like ChatGPT and Perplexity.Cue expects Apple will eventually add AI search engines as user-selectable options in Safari.The revelation came during Google's antitrust trial, where Apple disclosed it receives over $20B annually to keep Google the default.Google stock fell more than 7% following Cue's testimony, wiping out tens of billions in market cap. They responded by saying “we continue to see overall query growth,” especially from Apple platforms.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Cliff Sosin of CAS Investment Partners for his second appearance. Known for his concentrated, long-term investing approach, Cliff discusses the unique characteristics of Carvana's lending model, the intricacies of subprime finance, and why he believes Carvana's comeback story deserves a closer look. The conversation explores Cliff's investment philosophy, alternative data use, and risk management, while diving deep into market misconceptions around subprime lending, inventory valuation, and self-driving cars. Tune in for a data-rich breakdown of one of the market's most discussed turnarounds.Links:YAVP with Aaron Chan on CVNA: https://www.yetanothervalueblog.com/p/recurve-capitals-aaron-chan-on-theCAS Investment Partners - ⁠https://www.casinvestmentpartners.com/⁠Yet Another Value Blog - ⁠https://www.yetanothervalueblog.com⁠ See our legal disclaimer here: ⁠https://www.yetanothervalueblog.com/p/legal-and-disclaimer⁠_______________________________________________________[00:00] Intro to the podcast and guest, Cliff Sosin[01:38] Cliff on his podcast return[00:02:11] Cliff reflects on past public exposure[00:05:26] Cliff's focus in subprime and securitizations[00:12:17] Carvana's lending model and performance vs peers[00:24:29] Alt data, trading signals, and Carvana[00:30:58] Evolution of Carvana's operational resilience[00:34:03] What keeps Cliff up at night about Carvana [00:38:11] Risks from used car market decline[00:40:08] Potential disruption from low-cost EVs[00:47:00] Threat of autonomous vehicles[01:01:50] Stanford, Google, and Carvana[01:10:10] Tail Risks[01:13:00] Getting better with expert networks[01:18:00] My trite Cliff saying[01:19:00] What is Cliff researching now

The stock that once fell 99% and returned to previous levels had a high bar to jump in today's earnings report. George Tsilis takes a closer look into Carvana's (CVNA) earnings that includes a double beat and ambitious guidance. The stock still traded lower. George turns to the macro factors pointing to investor pessimism.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

China's Ministry of Commerce confirmed US-China trade talks with Vice Premier He Lifeng to visit Switzerland from May 9th-12th and will visit France from May 12th-16th for economic and financial dialogue.PBoC Governor Pan announced to cut RRR by 50bps effective May 15th and to cut the policy interest rate by 10bps effective on May 8th with the 7-day reverse repo rate lowered to 1.40% and interest rates on Standing Lending Facility across all tenors lowered by 10bps. Pan stated that the policy rate cut will lead to a Loan Prime Rate cut of 10bps and the RRR cut will release about CNY 1tln in liquidity.An Indian missile attack on Pakistan-controlled territory has killed at least 26 civilians and left 46 injured; a Pakistan military spokesman noted there were exchanges of fire with Indian troops at multiple places along the ceasefire line in Kashmir and announced that five Indian aircraft were shot down.US President Trump said they will have a very big announcement before the Middle East trip which will be a really positive announcement on Thursday, Friday or Monday before they leave.APAC stocks traded mostly higher as participants digested the PBoC's announcement to loosen monetary policy and reports of upcoming US-China talks this week but with the gains capped amid geopolitical escalation between India and Pakistan.European equity futures indicate a slightly positive cash market open with Euro Stoxx 50 futures up 0.1% after the cash market finished with losses of 0.4% on Tuesday.Looking ahead, highlights include German Industrial Orders, French Trade Balance, EZ Retail Sales, Fed, NBP, CNB & BCB Policy Announcements, Fed Chair Powell's Presser, Supply from France, UK & US, Earnings from AppLovin, Carvana, Arm, DoorDash, AMC, Uber, Disney, Barrick Gold, Bunge, BMW, Fresenius, Siemens Healthineers, Novo Nordisk, Pandora & Nexi.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

China's Ministry of Commerce confirmed US-China trade talks with Vice Premier He Lifeng to visit Switzerland from May 9th-12th and will visit France from May 12th-16th for economic and financial dialogue.PBoC Governor Pan announced to cut RRR by 50bps effective May 15th and to cut the policy interest rate by 10bps effective on May 8th with the 7-day reverse repo rate lowered to 1.40% and interest rates on Standing Lending Facility across all tenors lowered by 10bps. Pan stated that the policy rate cut will lead to a Loan Prime Rate cut of 10bps and the RRR cut will release about CNY 1tln in liquidity.European stocks mixed whilst US-Sino trade talks have been confirmed and as traders await the FOMC.USD stronger vs. peers as US-China meeting spurs trade hopes, JPY underperforms.Two way action for EGBs & Gilts but benchmarks ultimately firmer, aided by auctions. USTs more contained pre-FOMC.Crude firmer on China's monetary policy easing, US-China trade talks, and rising tensions between India and Pakistan.Looking ahead, Fed, NBP, CNB & BCB Policy Announcements, US Treasury Secretary Bessent, Fed Chair Powell's Presser, Supply from the US, Earnings from AppLovin, Carvana, Arm, DoorDash, AMC, Uber, Disney, Barrick Gold.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Likefolio's Landon Swan says the used car business is “not for the faint of heart.” With Carvana (CVNA) only holding 1% of the market, he sees a lot of room to expand. He shares Likefolio's consumer sentiment data, comparing it favorably to CarMax (KMX). However, he thinks the stock is priced “almost to perfection,” pushing him to the sidelines.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

My guest today is Cliff Sosin. Cliff is the founder of CAS Investment Partners, a fund he started with $5 million in 2012 and has grown to $1.7 billion as of the last reported numbers at the end of 2024. At the time, CAS had only four positions. This conversation is different to our typical episodes. We start by talking about Cliff's investing philosophy but the bulk of this long discussion is a case study into his remarkable investment in Carvana. Cliff is one of the biggest investors in the business, which had a market cap over $60 billion in 2021, then fell 99%, survived, and now has a market cap approaching $50 billion again. While I hosted Carvana's CEO, Ernie Garcia, last year to get the inside perspective on managing through such turbulence, today we hear the investor's side of this extraordinary story. It is a singular episode and there are so many lessons in this rare opportunity to hear a major investor describe his decision-making process at every stage of the journey. Please enjoy my great conversation with Cliff Sosin. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Ramp. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to Ramp.com/invest to sign up for free and get a $250 welcome bonus. – This episode is brought to you by Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to ridgelineapps.com to learn more about the platform. –  This episode is brought to you by AlphaSense. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at Alpha-Sense.com/Invest and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:00:32) Early Career and Discovering Investing (00:01:18) Journey Through Financial Firms (00:01:49) Starting the Firm and Initial Challenges (00:03:41) Investment Philosophy and Market Realities (00:05:07) Building the Firm and Investor Relations (00:07:23) Defining a Good Business (00:12:31) Contained vs. Uncontained Businesses (00:15:30) Mental Models and Market Insights (00:30:13) The Role of ESG in Investing (00:34:26) The Carvana Investment Story (00:41:01) The Complexity of Car Transactions (00:41:43) Carvana's Real Estate and Logistics Network (00:44:12) Reconditioning and Selling Cars (00:45:16) Carvana's Financing and Customer Service (00:46:43) Economies of Scale and Trust (00:49:40) Challenges and Management Insights (00:59:07) Operational Issues and Market Challenges (01:18:56) Questioning Carvana's Sales Strategy (01:19:17) The Role of Word of Mouth in Carvana's Growth (01:20:28) Identifying Early Adopters (01:21:00) The Impact of Market Conditions on Carvana (01:22:10) Carvana's Operational Challenges (01:23:10) Cutting Costs and Organizational Efficiency (01:27:19) The Apollo Deal and Debt Restructuring (01:28:23) Personal Reflections on Investment Decisions (01:34:21) The Psychological Toll of Investment (01:45:16) Future Investment Strategies and AI (01:49:48)The US Market and Investment Opportunities (01:54:51) The Kindest Thing Anyone Has Ever Done For Cliff

Shoot us a Text.Episode #1027: Lithia leans into affordability while breaking records despite tariffs. Carvana boosts its reconditioning game in Colorado. And Chipotle turns up the charm, teaching 3,800 teams to smile their way to better hospitality.Show Notes with links:While tariffs loom over the auto industry, Lithia Motors is leaning into its diversified strategy and breaking financial records. CEO Bryan DeBoer says the dealership giant is uniquely positioned to ride out the storm.Roughly 45% of Lithia's inventory isn't impacted by current tariffs, providing a significant buffer.The company posted a record $9.2 billion in Q1 revenue (up 7.2%) and $211.2 million in net income (up 28%).Lithia's emphasis on affordability, including older used vehicles, has strengthened its market position.With parts prices rising, DeBoer stressed the importance of matching pricing with competitors like Jiffy Lube and AutoZone, while offering both OEM and aftermarket parts.“With tariffs, we sit quite nicely,” said DeBoer, calling Lithia “probably the most diversified and least impacted” of the major retailers.Carvana is expanding its operational footprint in a big way, bringing inspection and reconditioning (IRC) services to its Colorado Springs ADESA auction site—marking its eighth national Megasite.The new Megasite in Fountain, CO spans 50 acres. It supports both retail recon and wholesale auction needs and will create 100 new jobs.With added IRC capacity, Carvana can offer more inventory and speed up delivery times for local buyers.This move enhances Carvana's recon and fulfillment network, bringing vehicles to market more efficiently.“This integration will bring a wider selection of vehicles with quick shipping times to local retail customers, and provide a more robust offering for local wholesale customers,” said Brian Boyd, SVP of Inventory.A customer study revealed Chipotle lacked friendliness and cleanliness, especially during peak hours so CEO Scott Boatwright has announced a new hospitality push including smiling staff, cleaner dining areas, and better on-site issue recovery.Every employee is now coached to greet customers with a smile at the tortilla station and end transactions with a heartfelt thank you, reinforcing a culture of warmth without slowing operations.Staff across all 3,800+ restaurants have been trained on “exceptional hospitality” standards.Despite a dip in transactions, Q1 sales were up 6.4% to $2.9 billion—driven by new locations.“The fact is, smiles down the line don't slow us down,” said Boatwright.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Today's guest is Neil Mehta, founder of Greenoaks Capital. In 2012, aged 27, Neil left D.E. Shaw to start Greenoaks with his friend Benny Peretz. One of their first investments was in Coupang, a South Korean e-commerce company led by founder Bom Kim. Neil was so convinced of Coupang's potential that he invested 40% of their initial $50 million fund into the company—a bet that eventually returned about $8 billion. Over its first 13 years, Greenoaks has backed legendary companies like Figma, Wiz, Carvana, Stripe, Discord, Rippling, and Toast—generating over $13 billion in gross profits with a 33% net IRR. Henry Kravis, one of Neil's early investors, describes him as "extremely disciplined" with "exceptional timing" who has "gone against the tide many times." Greenoaks operates with remarkable concentration: just 55 core companies across nearly $15 billion in assets, managed by only nine investment professionals. Their approach reflects their singular pursuit: finding companies that will become a meaningful part of the S&P 500. In our wide-ranging conversation, Neil shares this mission along with his framework for identifying exceptional founders, his concept of "jaw-dropping customer experiences," and how his grandfather's gun shop in India shaped his appreciation for builders of all kinds. Please enjoy my excellent conversation with Neil Mehta. Neil Mehta's Profile in Colossus Review. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Ramp. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to Ramp.com/invest to sign up for free and get a $250 welcome bonus. – This episode is brought to you by Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to ridgelineapps.com to learn more about the platform. –  This episode is brought to you by AlphaSense. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at Alpha-Sense.com/Invest and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:06:32) Connecting Craftsmanship to Career (00:07:45) The Concept of Jaw Dropping Customer Experience (JDCE) (00:09:48) Building a Successful Business: The Coupang Case Study (00:17:26) The Importance of Founders & Business Models (00:30:05) Greenoaks' Unique Approach to Venture Capital (00:37:54) A Memorable Encounter with Henry Kravis (00:40:52) Early Career and Lessons from Hong Kong (00:44:53) The Partnership with Benny (00:50:28) Navigating the Competitive Landscape (00:59:14) High Conviction Investments: TripActions, Rippling, and Carvana (01:07:00) Investment Strategy and Company Evaluation (01:13:23) Adventures in Emerging Markets (01:17:09) Challenges and Lessons Learned (01:26:16) Personal Values and Community Impact (01:32:16) The Kindest Thing Anyone Has Ever Done For Neil

Today on CarEdge Live, Ray and Zach discuss the latest data from CarFax on how broken the used car market is.

Welcome to Industry Spotlight—a focused series hosted by Sam D'Arc, highlighting standout dealerships and innovative companies, and exploring the trends driving success in today's automotive market. Today, Sam sits down with Tom Bear, Platform Used Car Director at Cable Dahmer Automotive Group, Stephan Morris, Used Vehicle Acquisition Manager at Cable Dahmer Automotive Group, and Frank Zombo, Vice President of Sales at Auto Hauler Exchange. This episode of the Car Dealership Guy Podcast is brought to you by Auto Hauler Exchange: Auto Hauler Exchange - Ship Smarter. Pay Less. No Middlemen. Tired of brokers driving up costs and slowing you down? Auto Hauler Exchange puts YOU in control. ● Ship cars faster and cheaper with 5,500+ vetted carriers. ● Get cars delivered in just 4 days on average. ● Transparent pricing, no hidden fees, and real-time tracking. Move cars smarter. Move cars faster. Learn more @ autohaulerexchange.com

Ernest Garcia is the Co-Founder and CEO @ Carvana. Under Ernie's leadership, Carvana went from a back-of-the-napkin idea to a $50+ billion public company, became the fastest-growing online used car retailer in U.S. history, and landed on the Fortune 500 in under 10 years. However, it was not all up and to the right, in 2022, the stock plummeted 99% to a market cap of just $400M. Today they are back with a market cap of $35BN, that is a 100x in the public markets and selling 400,000 cars sold annually, with a logistics network that rivals Amazon.  In Today's Episode with Ernie Garcia We Discuss:  04:12 Are all great founders just “stubborn egomaniacs”? 06:55 How Carvana Almost Died on Several Occasions 08:46 Is Carvana's Inability to get VC Funding a Sign the VC Model is Broken? 11:58 Operators vs. Strategists: What Hires Can Make or Break a Company? 21:46 Billionaire's Biggest Lessons on Parenting 26:52 Is Life About Happiness or Achieving 32:21 The Reality of Being a Public Company CEO 39:07 Why Companies Should Go Public  43:55 Why You Should Price Your IPO to Perfection with No Pop 50:50 “What I Wish I Had Known About Debt in Building Carvana” 52:32 Quick Fire Round: Favourite CEO, Marriage Advice, Carvana in 10 Years  

Shoot us a Text.Episode #1009: Today we sit with COO of Matthews Auto Group Vincent Salvagni to discuss the question on every Dealer's mind; What should I be doing with my inventory level? As consumers rush to beat tariffs, Dealers are worried about overpaying for replacement inventory and getting stuck holding the bag when things normalize. We also talk about Nissan delaying production cuts at its Smyrna, TN plant and Carvana's approach to the tariff headwinds. Show Notes with links:Nissan's plans to cut a production shift at its Smyrna, TN plant have been reversed thanks to new U.S. tariffs on imported vehicles. The automaker is prioritizing domestic output to avoid hefty import duties.Nissan initially planned to end a shift at Smyrna as part of a 9,000-job global cut.Keeping U.S. production high avoids tariffs on Japanese-made Rogues, which made up over a third of 2024 U.S. Rogue sales.Workers had already been offered buyouts; Nissan hasn't confirmed how many accepted.“It could mean saving jobs or it could be hiring people,” said a Nissan spokesperson.Carvana is stepping into the tariff era with confidence, positioning itself to capture increased used-car demand as new vehicle prices rise. After turbulent years marked by overestimation and investor skepticism, the company has streamlined operations and could now benefit from changing consumer habits.New 25% tariffs on imported vehicles may steer price-conscious buyers to the used market.Analysts expect an initial bump in used-car sales, especially from buyers priced out of new models.Carvana has reined in costs, insourced inspections, and restructured debt, improving operational health.Despite holding $5.6B in debt, the company is now generating enough cash to begin self-financing.“We're in a much stronger position than we were 3–4 years ago,” said CFO Mark JenkinsJoin hosts Paul J Daly and Kyle Mountsier as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

(April 01, 2025)Neil Saavedra fills in for Bill this week. KTLA & KFI tech reporter Rich DeMuro joins the show for ‘Tech Tuesday.' Today, Rich talks about iOS 18.4 released, the “Carvana of e-bikes,” Facebook bringing back the friends-only feed, and avoiding roaming charges while traveling. The Hill reporter Al Weaver joins the show to talk about Sen. Cory Booker talking through the night in marathon floor speech to protest Trump. Today is April Fool's Day… some funny tricks and some that went wrong.

In this episode, Scott Becker discusses the latest market trends for Tesla, Stellantis, and Carvana, analyzing Tesla's stock drop, Stellantis' leadership shake-up, and Carvana's risky move into new car sales.

Clark loves to travel and does so very often. Understandably, many people are nervous about flying these days. Clark discusses airline safety, and how you can save big bucks with discount carriers. Also today - the latest on used car prices. A First Class Spirit Flight: Segment 1 Ask Clark: Segment 2 Used Car Prices: Segment 3 Ask Clark: Segment 4 Mentioned on the show: After a string of incidents, some flyers are sticking with a surprising carrier: Spirit Southwest Offers Companion Pass as New Credit Card Signup Bonus- Clark.com Your Passport Could Be Useless -- Even if It's Not Expired What is ETIAS - European Union / UK Travel ETA Should I Tip on a Cruise? Best Credit Cards With No Foreign Transaction Fees 5 Money Tips To Know Before You Travel Abroad Car Rental Insurance: Everything You Need To Know - Clark.com Credit Card Car Rental Insurance: What You Need To Know - Clark.com How To Buy a Used Car - Clark.com Do I Need a Mechanic Inspection When Buying a Used Car from CarMax or Carvana? Should You Allow Your Auto Insurance To Monitor Your Driving? Liability vs. Full Coverage: Which Auto Insurance Do You Need? Clark.com resources Episode transcripts Community.Clark.com / Ask Clark Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Sponsors Credit Karma Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Scott Becker breaks down seven stocks that faced major losses this week, including Carvana, Marvell Technology, Palantir, and Netflix.

It's a new week and spring is in the air! Well, at least it feels that way for the Car Mom... Before you know it though it will be summer and you have to figure out what to do with your kids while school is out. That is currently the journey Kelly is on as she decides if she wants to send them to daycare or camp. Unfortunately, there is no Camp Phineas and Ferb like the one the ladies ran when they were kids. That's right, Kelly and Lizz ran their own week long summer camp when they were teenagers made them some bank! Could this be your side hustle this summer?  Speaking of things from the Disney universe, neither Kelly or Lizz have ever been to a Disney park but they feel like they could be Disney adults. They're both into the Disney adult content creators and have a love for the High School Musical soundtrack. Maybe one day?  Lent starts this week and Kelly and Lizz are getting ready to give something up for the next 40 days. This year not only are they giving something up, but they want to do something to better themselves before Good Friday. But the real best of lent season? The fish fry!! It's been a while since Kelly and Lizz checked in with their bank accounts for Last Three Transactions. Kelly is getting ready for a family trip to Arizona by stocking up on Tea Collection clothes for the kids and lots of activities and toys for the plane. Plus, she got some Crocs for herself and she's very excited about it! Meanwhile, Lizz has had her life completely changed thanks to the Haakaa breast pump and the Athleta pale yellow collection.  There are two juicy stories in Industry News. First, Carvana is making moves into the franchise business with the purchase of a Stellantis store. Then, why the Honda and Nissan merger may be donezo!  Finally, as we head into Lent a quick reminder of a solid Ditch the Drive-Thru favorite. If fish will be a staple for you the next 40 days, it's time to break out the salmon sushi bowl recipe!  Learn more about your ad choices. Visit megaphone.fm/adchoices