Podcast appearances and mentions of Mary Barra

American businesswoman

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Mary Barra

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Best podcasts about Mary Barra

Latest podcast episodes about Mary Barra

Smartinvesting2000
June 5th, 2026 | What's Fueling the Tech Rally? Car Sales Are Down, May Jobs Report, Return on Homeownership & More

Smartinvesting2000

Play Episode Listen Later Jun 5, 2026 55:38


Where is the money coming from that is fueling this technology rally? No one knows for certain, but there are some concerning signs that suggest many investors may not have the cash to support their positions and are instead relying on borrowed money to drive the rally higher. One metric we continue to monitor closely is margin debt, a potentially dangerous tool that has now reached record levels. Margin debt hit a record $1.304 trillion in April, an increase of 6.8% from the previous month. On a year-over-year basis, margin debt surged 53.3%, highlighting the growing use of leverage in the market. Looking at US margin debt as a percent of real GDP, it just hit 5.2%. According to FINRA data that is an all-time high and during the dot-com era it was around 2% - 3%. The risk with margin debt is that when stock prices decline, investors may receive a margin call requiring them to deposit additional funds into their accounts. If they are unable to meet that requirement, their broker can automatically liquidate positions to cover the shortfall. While margin rules vary based on several factors, you could be in hot water if your equity drops more than 25%. With margin debt at such elevated levels, even a modest setback in the semiconductor or broader technology sector could trigger a chain reaction of forced selling as investors scramble to meet margin calls. Some investors may choose to exit positions before receiving a margin call, particularly if they become uncomfortable with the amount of leverage they have assumed. In those situations, emotions can accelerate selling pressure and amplify market volatility. Technology and semiconductor stocks are already trading at elevated valuations. Adding substantial amounts of borrowed money to an already expensive market increases the risks and leaves investors vulnerable if market sentiment shifts.   Car Sales Are Down, and I Think That's a Good Thing In 2019, consumers in the United States were buying roughly 17 million cars and trucks each year. This year, vehicle sales are expected to reach only about 16 million. Many consumers complain that new-car prices are simply too high, with the average new vehicle now costing around $50,000. Currently, only about 25% of new vehicles sold in the U.S. are priced between $25,000 and $35,000. I believe this trend is actually a positive development. For too many years, automakers focused on producing as many vehicles as possible in an effort to gain market share. In the long run, this proved to be a poor business strategy. Over the years, several manufacturers required government bailouts, while others filed for bankruptcy, hurting shareholders, creditors, employees, and communities. Of course, consumers benefited from this excess production. They could often find heavily discounted vehicles, generous incentives, and large rebates. However, those deals were frequently the result of an unsustainable business model. Today, automakers, led by executives such as Mary Barra of General Motors, have adopted a different approach. Rather than producing excess inventory simply to increase market share, they are focusing on profitability and financial discipline. What a novel idea for a business. Ultimately, making a profit is the primary objective of any business. Consumers have already begun adapting to higher vehicle costs. The average age of cars on U.S. roads has climbed to 13 years, up from less than six years in 1970, reflecting a growing tendency to hold onto vehicles longer. As a result, many consumers may need to take better care of their cars and keep them in service for more years, a choice that is often financially prudent anyway. Others may increasingly turn to high-quality used vehicles rather than purchasing new ones. The industry's renewed commitment to profitability has also made some automakers more attractive investments. Strong cash flow, healthier balance sheets, and improved earnings have created value for shareholders while helping companies avoid the financial distress that plagued the industry in the past. I do not expect this trend to change anytime soon, and in my view, that is a good thing.   The May jobs report delivered another reminder that the U.S. economy remains on solid footing Employers added 172,000 jobs in May, well above expectations of 80,000, and the broader trend is becoming increasingly encouraging. Over the last three months, job growth has seen gains of 214k, 179k, and now 172k in May, an improvement from the pace we've seen really since the beginning of 2025. Rather than slowing, the labor market appears to be finding a sustainable rhythm that balances continued hiring with moderating inflation pressures. One of the most notable areas of strength continues to be hospitality and leisure. The sector added 70k jobs in May, reflecting resilient consumer spending on travel, restaurants, entertainment, and experiences. Despite concerns that higher interest rates would weigh heavily on discretionary spending, Americans continue to spend on services, supporting employment growth across hotels, restaurants, and tourism-related businesses. Perhaps the most important takeaway for investors and policymakers is what we're seeing in wages. Average hourly earnings rose 0.3% in May and are up 3.4% over the past year. That may be close to the sweet spot for the economy. Wage growth is strong enough to support rising household incomes and consumer spending, but not so strong that it creates significant inflationary pressure. For much of the post-pandemic period, policymakers worried that rapid wage gains could fuel a wage-price spiral. Today's data suggests something different: workers are still seeing real income growth while wage inflation has moderated to a level more consistent with long-term price stability. Taken together, the report paints a picture of an economy that remains healthy. Hiring is outperforming expectations, hospitality demand remains robust, unemployment remains low, and wage growth is providing support to consumers without reigniting inflation concerns. That's about as close to a "soft landing" as policymakers could have hoped for a year ago.   Financial Planning: Return on Homeownership Homeownership is often viewed as a superior financial decision, while renting is frequently considered "throwing money away." However, the comparison is more nuanced. A $1 million home in San Diego may rent for approximately $4,000 per month, while owning that same home could cost about $7,000 per month after a $200,000 down payment when the mortgage, property taxes, insurance, and maintenance are included. Even after accounting for estimated tax benefits of $1,000 per month and approximately $750 per month of equity from the principal reduction of the mortgage, the effective cost of ownership would still be about $5,250 per month. In addition, the down payment represents capital that could otherwise be invested and generate returns. When the higher cost of ownership and the opportunity cost of the down payment are considered together, the home would need to appreciate by about 3.5% annually just to produce the same financial outcome as renting and investing the difference. While homeownership offers benefits such as stability, control, and a fixed payment, future home price growth is likely to be much more modest than it was during the low-interest-rate environment of the past decade with many experts projecting between 2% and 3% per year. As a result, neither renting nor owning is inherently the better financial choice. Both can be effective strategies depending on an individual's goals, time horizon, lifestyle preferences, and overall financial circumstances.   Companies Discussed: Boston Scientific Corporation (BSX), Marvell Technology, Inc. (MRVL), The Western Union Company (WU) & AutoZone, Inc. (AZO)

Business Pants
BLAME: Carnival data breach, Danone methane reduction, GM loses a director

Business Pants

Play Episode Listen Later Jun 2, 2026 44:02


DAMIONCarnival Corporation's data breach exposed personal data of nearly 6 million customers: An April social engineering attack on an employee account compromised names, dates of birth, and government-issued ID numbers. WHO DO YOU BLAMESkills: Technology & Cybersecurity: Experience with information technology and cybersecurity matters is increasingly important to mitigate the risks our business faces, promote innovation and maintain a competitive edge in a rapidly evolving technological ageLeast represented 5/11CEO Josh WeinsteinNO: at Carnival since 2002, started as General CounselSir Johathon BandNO: First Sea Lord and Chief of Naval Staff, the most senior officer position in the British Navy (2006 to 2009, when he retired); Admiral and Commander-in-Chief Fleet (2002 to 2006); Served as a naval officer in increasing positions of authority (1967 to 2002)Jason CahillyNO: CEO Dragon Group LLC, provides capital and business management consulting and advisory services worldwide; The NBA: CFO & Chief Strategic Officer; Goldman Sachs: Partner; Global Co-Head of Media and Telecommunications; Head of Principal Investing for Technology, Media & TelecommunicationsNelda ConnorsNO: CEO/Chair Pine Grove Holdings, a privately held investment company; CEO Atkore International, manufacturer of electrical, safety and infrastructure solutions; VP Eaton Corporation, electrical and automotive supplierLaura WeilNO: Founder Village Lane Advisory LLC, specializes in providing executive and strategic consulting services to retailers COO New York & Company, women's apparel and accessories retailer; CEO Ashley Stewart, women's apparel retailer; CEO Urban Brands, apparel retailer; COO AnnTaylor Stores, women's apparel retailer; CFO American Eagle Outfitters, apparel retailerAudit Committee: Oversee management's risk assessment processes to identify principal and emerging risks, including financial, IT, cybersecurity and non-HESS operational risksLaura Weil*: NOJason Cahilly: NOJeffrey Gearhart: NOWalmart Corporate Secretary and lawyerStuart Subotnick: NOCEO at Metromedia Company, wireless/communications, until 2010; Carnival director since 1987 Health, Environmental, Safety and Security Committee: Oversee management's processes to identify principal and emerging health, environmental, safety, security and sustainability-related risks, including those related to ship operations and cybersecurity, RAAS health, environmental, safety, security audits, IAG and external investigations into significant ship incidents, and health, environmental, safety, security-related hotline complaints, and assess the steps management has taken to minimize such risks.Sir Johathon Band*: NONelda Connors: NOHelen Deeble: NOFormer CEO P&O Ferries Division Holdings, shipping and logistics businessKatie Lahey: NOExecutive Chair Korn Ferry Australasia, leadership and talent firmMicky Arison (75%): Exec Chair and former CEO and 7% stockholderThe CEO Pay Ratio1,063:124 retail CEOs made as much in a day as their typical employee earned in a year — and a big one didn't. WHO DO YOU BLAMEThe separation of CEO and Chair: Hamilton E. James Chair/Ron Vachris MMNot uniqueOnly 50% of the board is men. WTF?uniqueOne share = one voteNot uniqueState of HQ = WashingtonAlso StarbucksState of Inc = WashingtonAlso StarbucksPledge of allegiance to stakeholdersCostco generally has: Higher wages; Better benefits; Lower turnover; Higher sales per employee.Industry-leading employee compensation AND Self-imposed low-margin pricing philosophyWalmart only low-margin pricingOther comps:Todd Vasos of Dollar General, Shane O'Kelly of AutoZone, Gerald Morgan of Texas Roadhouse, Jack Sinclair of Sprouts Farmers Market, William Stengel of Genuine Parts Company, Michael Creedon of Dollar Tree, Ronald Sargent of Kroger, Lauren Hobart of Dick's Sporting Goods, Joshua Kobza of Restaurant Brands Inc., Kecia Steelman of Ulta Beauty, Scott Boatwright of Chipotle, Ted Decker of Home Depot, Bob Eddy of BJ's Wholesale Club, Corie Barry of Best Buy, James Conroy of Ross Stores, Chris Turner and David Gibbs of Yum Brands, Chris Kempczinski of McDonald's, Marvin Ellison of Lowe's, Brian Cornell of Target, Ernie Herrman of TJX Companies, Doug McMillon of Walmart, Brian Niccol of Starbucks, Hal Lawton of Tractor Supply Co, Laura Alber of Williams-SonomaFigma Gets an Activist Investor. Exhibit A on Why Companies Don't Want to Go Public. Figma's first year as a public company hasn't gone well. Findell Capital Management said it needs to take steps to shed its unwarranted reputation as an artificial-intelligence “loser.” WHO DO YOU BLAME?Figma founder and CEO Dylan Field: Owns 10% of shares but 72% of voting power: Class B shares worth 15 votes per shareDylan owns 158 Class A Shares (or 0.00003556% of 444,278,887)And Chair$5B net worth$865M total summary compensation in 2025; $91M in 2024Nominating Agreement:Figma must nominate Dylan Field to be a director and include him in the proxy statementThe company must use its resources to back him up and actively convince other shareholders to vote for him In response to a question about how he was going to change the world, Dylan said he was going to build better software for drones.Bro fest sausage party2 of 9 directors are womenTop 5 NEOs all dudesPeter ThielForced Dylan to drop out of Brown for a dumb fellowshipVC Blowhardiness on the BoardVC dude John Lilly (Greylock): Lead Independent Director2nd longest tenure (2014)Member of the Audit Committee; Member of the Nominating Committee (only Lilly and Rimer)VC dude Andrew Reed (Sequoia)Director at debt-maker Klarna Group (also way down since IPO): down roughly 54% from its initial $40.00 IPO price, and down nearly 68% from its all-time highMember of the Compensation Committee (which modeled Dylan's pay package after Elon Musk)VC dude Danny Rimer (Index Ventures)Director since 2014B.A. in History and Literature from HarvardMember of the Compensation Committee (which modeled Dylan's pay package after Elon Musk)Member of the Nominating Committee (only Lilly and Rimer)Luis von AhnDuolingo co-founder and CEO2025: shared an internal email outlining Duolingo's new "AI-first" strategy where Duolingo would “gradually stop using contractors to do work that AI can handle”Stated that "AI is a better teacher than humans" and that the future role of teachers would be reduced to providing "childcare."Blamed the controversy on a "lack of context" in his original statements"AI-First" memo goes viral: $389; today $118MATTDanone, Starbucks shine in methane-reduction rankingDanone is the only company in the group aligned with the Global Methane Pledge, an initiative backed by 150 countries that targets a 30 percent reduction in global levels of the gas by 2030. The French multinational also leads the pack in progress toward its target, having come close to hitting it five years ahead of schedule.WHO DO YOU CREDIT?Chair of the CSR committee Lise Kingo (9% influence), one of three directors tagged as merit directorsmaster's degree in Responsibility & Business from the University of Bathbachelor degrees in Religions and Ancient Greek Artbachelor's degree in Marketing and Economicscertificate as International Director from INSEADEx Novo Nordisk environmental affairs, internal audit, compliance, human resources, communication, branding and sustainabilityHelped create the UN SDGs and the UN Global CompactSomehow only bats 559 on carbon intensity (career) and 415 for scope 1/2 (career)Also, using deference metrics, the ONLY DIRECTOR tagged as fully independentEmployee rep member of the CSR committee Bettina Theissig (5% influence) and the employees of DanoneThe committee charter mandates employees get a say: At least two thirds of the CSR Committee must be independent, as defined by the AFEP-MEDEF Code. At least one Director representing employees must be a member of the Committee.In France (Danone's domicile), the European Investment Bank found that French employees were the most aware of environmental issues - 82% of French employees said they were highly concerned about environmental issues, highest in EuropeLead Independent Director and chair of the Nom/comp committee who put together the comp plan, Valerie Chapoulaud-Floquet15% influence, second to the 18% influence CEO (democracy!!), got 99.16% shareholder approval in April (even as CEO got 89.73% approval and pay got 93.19% approval)20% of short-term pay and 30% of long-term pay is based on hitting sustainability targetsWhen you pay a CEO to do a thing, they are more likely to do a thingEx-CEO Emmanuel FaberOusted in 2021 by the board of directors and activist investors, he transformed Danone into an “enterprise a mission” (a French version of a B corp)Investors voted 99% in favor of the move and a year later ousted Faber, the board resigned, and the new board and CEO are basically moving back towards being environmental leaders because it paid offShort term share price laggedHe said in 2024 that nature is “at the core” of Danone, It took the stock 3 years from Faber's ousting to return to Faber levels - and in the meantime, they were sued for plastics and emissionsIsn't this HIS win?Current CEO Antoine de Saint-AffriqueBecause CEOGM Board Director Jonathan McNeill Stepping DownCEO of DVx Ventures. Ex COO at Lyft Inc. and ex president, Global Sales, Delivery and Service at Tesla, current director at Lululemon, GM director since 2022, on the Governance and Corporate Responsibility committee and Risk and Cybersecurity committee.We know that half of boards on average think someone on the board should be replaced - did the GM board not like McNeill?WHO/WHAT WOULD WE BLAME FOR PUSHING MCNEILL OUT?Outsider dude bro DRLet's be honest, McNeill worked at much more… modern?... companies than GMThe board is OLD SCHOOL - ex Northrop Grumman, ex Visa, ex Lazard, ex HP, ex eBay, ex Novartis, ex Walmart, other directorships at Goldman, Huntsman, P&G… these are professional, insular boardsMeanwhile, he's investing as a VC in AI, other auto/mobility startups, comes from boards that are bro founder lead (Tesla, Lyft) He's invested in AI, crypto, heavy tech, intertwined with VCs all overNot deferential enoughBarra is connected to 94% - THE ENTIRE - boardMcNeill has the highest network power on the board at $9tn, higher than even Mary Barra (who is super connected), but is NOT a power player in the board community of GM - the dominant board communities for GM are massive blue chip US companies, where McNeill has deeper connections in smaller IT/tech focused companiesHe doesn't need the pay, he gets nothing for the connections really, he has connection to Barra but his network is different - was he too independent?Pissed he doesn't have enough influence McNeill has the LOWEST influence on the GM board at 4%He's relatively new, younger, working as a VC where you have a lot of power of capital allocation“I don't need this shit” effect?Too many womenMcNeill's dvX ventures portfolio team is 6 dudes and 1 womendvX entire operations staff is two woman - guess what they do“Chief of Staff” (ie, HR)Executive Assistant (yes, listed on the team)Board is 2 women, 3 men (McNeill not on board)This one seems unlikely I guess?Too busy, meh, move onOne of dvX portfolio companies is curbee, with GM Ventures' Kurt Baumgarten on the board (and the dvX co-founder is founder of Curbee)McNeill on at least 3 of his portfolio boards or advisory committees, plus LULU and GM…

In Wheel Time - Cartalk Radio
We Break Down Car Ads, Car Shows, And Emissions Rules!

In Wheel Time - Cartalk Radio

Play Episode Listen Later May 5, 2026 29:01 Transcription Available


Car ads can feel like a game you're meant to lose, and we're not letting that slide. We dig into the FTC's warning letters sent to dozens of dealerships and major dealer groups over suspected illegal advertising practices and break down what the agency is targeting, including price ads that don't reflect the true out-the-door cost. If you've ever shown up for a “deal” that magically required financing, a huge down payment, or a rebate you could never qualify for, you'll recognize exactly why this matters.Then we take a turn into the kind of story only car people can appreciate: a pair of robins built a nest on the wheel of a brand-new Ford F-250 King Ranch at a Kansas dealership, and everyone from national media to Ford itself helped spread the word. We talk about the legal protections around active nests, why the dealership left it alone, and the surprisingly patient buyer who agreed to wait it out.From there, we hit the wider car world: Mary Barra's latest Fortune ranking, the relentless growth of Mavis Tire and what consolidation looks like in service and repair, plus our plans for the Lone Star Street Rod Association State Run in Granbury, Texas at Hewlett Park. We round it out with our cruise-in and events calendar, then get into a real debate starter: Honda pausing Ridgeline production to meet emissions regulations, and what it means when California emissions hardware follows a used car across state lines. Subscribe, share the show with a friend, and leave us a review so more drivers can find us.Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

Bret Baier's All-Star Panel
Exclusive: General Motors CEO Mary Barra

Bret Baier's All-Star Panel

Play Episode Listen Later Apr 30, 2026 9:05


Despite gas prices hitting a four-year high amid conflict in Iran, GM CEO Mary Barra is staying the course. She joined Bret on Wednesday to discuss navigating economic volatility, a cooling EV market, and the rising competitive threat from China. This interview first aired on Wednesday, 04/29, on Special Report. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In Wheel Time - Cartalk Radio
We Check In From The Road And Then Dig Into Shortages, Ads, EV Delays, And Recalls

In Wheel Time - Cartalk Radio

Play Episode Listen Later Apr 30, 2026 29:57 Transcription Available


A live road trip check-in should be simple, but when you're a live car talk show, it turns into a full-speed sprint through the biggest stories of the week. We start with some real-time studio chaos, then dig into why Ford F-150 inventory is suddenly so tight and what a supply shock like an aluminum plant fire can do to prices, selection, and dealer lots across the country.Next, we get into the uncomfortable stuff: the FTC asking dealers to report other dealers who break federal vehicle advertising rules. We talk through what “self-policing” could fix, what it could break, and why shoppers should be extra careful with too-good-to-be-true price ads. From there, we vent about CEO compensation, react to Mary Barra's reported pay package, and connect it to GM's decision to delay its next-generation full-size electric truck program while the market leans harder into hybrids and proven gas platforms.Then we lighten it up with car culture fun: a quick hit on WeatherTech money moves, a surprisingly heated floor mat debate, and a game of matching famous car slogans to the right automaker. We also run through a practical recall roundup including Goodyear performance tires, Lexus fuel pump issues, Ford F-150 downshift concerns, and more. We wrap with our Hot Rod Tour Of Texas update from the highway, with the crew rolling from New Braunfels toward Fredericksburg and all the small-town charm in between.Subscribe for more weekly automotive news and laughs, share this with a friend who's shopping for a truck, and leave a review so more car people can find us.Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

Autoline After Hours
AAH #788 - Changing The Culture At Legacy Automakers... or is it just impossible?

Autoline After Hours

Play Episode Listen Later Apr 24, 2026 62:13 Transcription Available


TOPIC: Company Culture PANEL: Jan Griffiths, AutoCulture 2.0; Jackie Charniga, Detroit Free Press; Gary Vasilash, shinymetalboxes.net; John McElroy, Autoline.tv

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
FTC Re-do, Making Sense of Farley, Auto Makes Weapons

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Apr 17, 2026 11:10


Shoot us a Text.Episode #1322: Dealers brace for long-awaited FTC answers, Ford walks a tightrope with China partnerships, and automakers could be heading back to wartime production. Show Notes with links:https://nada.zoom.us/webinar/register/9017738594625/WN_PU_CgJt2Rx-fOlCP7hJ6yw#/registrationAfter a frustrating first attempt, NADA is back with the FTC for a do-over webinar addressing the 97 warning letters sent to dealers. This time, expectations are high—and so is the pressure to finally deliver clarity.The initial webinar drew 4,000+ attendees but ended abruptly when the FTC declined to answer questions—leaving dealers needing guidance.Dealers are still seeking clarity on key issues like advertising practices, including whether doc fees must be included in vehicle pricing.NADA escalated concerns directly to FTC leadership, prompting a second session with new representation from the Bureau of Consumer Protection.Senator Bernie Moreno emphasized alignment on transparency goals but stressed the need for clear, actionable rules.NADA President Mike Stanton didn't hold back: “A complete waste of everybody's time… We were told that we would get our questions answered.”https://www.wsj.com/business/autos/ford-will-partner-more-with-chinese-automakers-overseas-66cc23c9?mod=autos_news_article_pos2Ford CEO Jim Farley is threading a strategic needle—warning about China's growing dominance while simultaneously expanding partnerships overseas. The message is clear: compete where you can, collaborate where you must.Farley says Chinese automakers are leading in tech, cost, and speed—forcing global competitors to rethink strategy.Ford plans to deepen partnerships with Chinese companies outside the U.S. to stay competitive in international markets.At home, Ford is pushing for protections, warning that unchecked Chinese imports could “devastate” U.S. manufacturing and jobs.The company is accelerating its own EV manufacturing overhaul to better compete on affordability and scale.Farley didn't mince words: “You don't become fit like the rest of the Chinese… you aren't going to be around much longer.”https://www.jalopnik.com/2149778/pentagon-wants-automakers-build-fewer-cars-more-weapons/As global conflicts strain U.S. supply chains, the Pentagon is turning to an unexpected ally—automakers. Early talks suggest OEMs may once again be asked to shift from building cars to supporting national defense.Defense officials have approached leaders like GM's Mary Barra and Ford's Jim Farley about ramping up weapons production capacity.Ongoing conflicts in Ukraine and Iran have rapidly depleted U.S. munitions stockpiles, accelerating urgency.The strategy echoes WWII-era manufacturing pivots, with automakers potentially backstopping traditional defense contractors.Automakers were asked how quickly they could shift production—and what barriers exist in contracts and bidding processes.A Pentagon official emphasized the mission: expanding capacity to ensure warfighters maintain a “decisive advantage.”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/

Shark Theory

You don't need to overhaul your life — you just need to find the one small thing you're doing wrong and fix it. Learning piano this year taught me a powerful lesson: I was using the wrong finger the entire time, and the moment I corrected it, the chord transition I'd been struggling with became effortless. The same principle applies to every goal you're chasing — small, committed changes compound into extraordinary results. KEY TAKEAWAYS - Skipping the basics or taking shortcuts always catches up with you at higher levels - Just like being a few degrees off course on a boat from San Francisco lands you in a completely different hemisphere, small misalignments over time create massive gaps - You don't need to change everything — you need to identify the one small tweak that unlocks everything else - Mary Barra turned GM's worst year into its most profitable by making one small change: replacing a multi-page dress code with two words — "dress appropriately" - Mastery is built brick by brick, and committing to doing it right from the start is what separates people who build something great from those who just get by ACTION STEPS: 1. Identify one area in your life where you've been cutting corners or skipping foundational steps, and go back to the basics this week. 2. Ask yourself the honest question: what is one small change I can commit to today that, if done consistently over time, would shift my trajectory entirely? 3. Stop chasing "good enough" — pick one skill or goal you genuinely want to master and pursue it with intention, not just completion. NOTABLE QUOTE: "You are so much closer to your goals than you think. You don't need to make a whole bunch of changes — you just need to ask yourself the honest question of what small change can I make today."  

Business Pants
NUGGS: Travis Kalanick is back, Peter Thiel takes back, airlines buyback, Starbucks union fights back

Business Pants

Play Episode Listen Later Mar 17, 2026 39:21


DR1In our 'Asshole is selfish' headline of the week. Billionaire Uber co-founder Travis Kalanick admits strategically moving to Texas before California wealth tax***************Kalanick was caught on camera in a heated argument with an Uber driver, who complained about falling fares and the company's treatment of drivers: "Some people don't like to take responsibility for their own sh*t"In our 'Top snarky podcast hosts plead with airline companies to stop the share buyback bullshit and pay airport workers. ‘Once again, air travel CEOs are bullshit artists'' headline of the week. Top airline CEOs plead with Congress to restore DHS funding and pay airport workers. ‘Once again, air travel is the political football'***************Between June 1, 2025, and March 16, 2026:Southwest repurchased $2.6B in 2005; $400M in 2026United $1.5B5 NEOs: $91 million in 2025Scott Kirby $34M; $97M in shares Delta focused on $4.8B debt reductionFrontline Transportation Security Officers (TSOs, Airport Screeners): 50,000$328M per monthIn our 'Pervy owner does pervy stuff and everybody is fake shocked.' headline of the week. It Was Going to Be Magic City Night at the Atlanta Hawks. Then the Outrage Poured In.***************Tony Ressler founded the private equity firm Apollo Global Management with Leon Black.An independent review revealed that Leon Black paid Jeffrey Epstein $158M for financial and tax-planning services between 2012 and 2017. These payments occurred after Epstein's 2008 conviction for soliciting an underage girl.Ressler is the brother-in-law of Leon Black (Black is married to Ressler's sister, Debra) In our 'College dropout techbro ignores actual experts, part 17 million ' headline of the week. OpenAI's own mental health experts unanimously opposed “naughty” ChatGPT launch*************** The probably might be too many women and not enough Stanford? The council consists of the following eight independent experts:David Bickham, Ph.D. – Research Director at the Digital Wellness Lab at Boston Children's Hospital and Assistant Professor at Harvard Medical SchoolMathilde Cerioli, Ph.D. – Chief Scientific Officer at everyone.AI and researcher in cognitive neuroscience and psychologyMunmun De Choudhury, Ph.D. – Professor of Interactive Computing at Georgia Tech, specializing in how technology shapes mental healthTracy Dennis-Tiwary, Ph.D. – Professor of Psychology at Hunter College and co-founder/CSO of Arcade TherapeuticsSara Johansen, M.D. – Clinical Assistant Professor at Stanford University and founder of Stanford's Digital Mental Health ClinicDavid Mohr, Ph.D. – Professor at Northwestern University and Director of the Center for Behavioral Intervention TechnologiesAndrew K. Przybylski, Ph.D. – Professor of Human Behavior and Technology at the University of OxfordRobert K. Ross, M.D. – Former President and CEO of The California Endowment and a national leader in public health.In addition to the council's pushback, Ryan Beiermeister, OpenAI's head of product policy, was reportedly fired in January 2026 after being an outspoken internal critic of the erotica rollout. OpenAI has denied her dismissal was related to her opposition, citing separate workplace allegations that Beiermeister has called "absolutely false."In our 'Petulant manchild with no regulatory or societal guardrails screws up again and bails himself out with shareholder money from a different company' headline of the week. Elon Musk admits xAI ‘wasn't built right' as only 2 co-founders remain and its biggest AI bet stalls out***************The people leaving xAI right now aren't "legacy" employees—they are the hand-picked superstars Musk himself recruited in 2023 to build his AI dream.Out of the 12 original co-founders, 10 are gone. This isn't just "trimming the fat"; it's the original architects of the company walking out the door.In early 2026, Tesla (a public company) invested $2B into xAI.Tesla shareholders are furious, arguing that Musk used their money to fund a "broken" startup, then tucked it away inside his private SpaceX empire where there is less public oversight.Total Headcount Before Buyout: Approximately 7,500 to 8,000 employees.In his first week, Musk fired roughly 50% of the staff (about 3,700 people) overnight.Shortly after, he issued his famous "extremely hardcore" memo. When hundreds of employees refused to sign it and resigned instead, the headcount plummeted further.By April 2023, Musk confirmed in a BBC interview that the workforce had been slashed by 80%, leaving only about 1,500 employees. MM1In our 'The world's most stable billionaire announces a billionaire to all other billionaires ratio of 693:1' headline of the week. Elon Musk Is Now Worth More Than Bottom 693 Billionaires CombinedIn our 'In news celebrated worldwide, older women announce a "please save us from tech bros" to asshole ratio of 64:1 Elon Musk' headline of the week. Older women set to inherit most of $54 trillion in ‘great wealth transfer' to widowed spousesIn our 'Asshole wants you to know he is still here' headline of the week. ‘I never left': Travis Kalanick launches new robotics company Atoms with manifesto"At Atoms we make gainfully employed robots — specialized robots with productive jobs that bring abundance to their owners and society at large,"In our 'Company founder announces major "stealth mode" company perk is stealthy sexual harassment' headline of the week. Travis Kalanick sees benefits of being in stealth mode for 8 years. ‘You build a culture of people that want to build and do not need to be famous'In our 'Christmas, St. Patrick, Mel Gibson, and Casper the Friendly Ghost have reportedly filed complaints with the EEOC' headline of the week. Nike and Coca-Cola cases point to the next DEI fight: who gets to claim discriminationDR2In our 'Sheryl Sandberg says "If I could have worked at Facebook things would have turned out differently."' headline of the week. Sheryl Sandberg says Silicon Valley's hypermasculine rhetoric is ‘terrible'—contributing to ‘one of the worst' corporate climates she's ever seen*************** In our 'Explosive Messages Show Live Nation Thinks Customers Are ‘Stupid'; board member Richard Grenell Demands Credit for Same Observation' headline of the week. Live Nation Directors Mocked Customers in Explosive Just-Released Messages, Saying They're “Stupid” for Allowing Themselves to Be Gouged***************"Yes, I cut the DEI bullshit." — In a leaked 2025 email Grenell justified dismantling diversity programs by labeling them "woke" initiatives that "haven't made money."appointed to the Live Nation board on May 19, 2025, but was not up for the vote at the AGM on June 12, 2025In our 'Gun manufacturers say, "Oh no, it's not the gun that kills people, it's the pesky bullets."' headline of the week. She spent 16 hours on Instagram in a day. It's up to a jury to decide if Meta is to blame*************** In our 'She responded to "O" with "K," she said "J' to "D," and she responded to "F" with a simple "U"' headline of the week. Mary Barra still responds to ‘every single letter' she gets by hand despite running $65 billion automaker General Motors***************She did not say "V" to "E"In our 'OpenAI Chairman Admits It's Painful Watching AI Replace His Coding, Less So Watching It Accelerate the Collapse of Global Democracy' headline of the week. OpenAI Chairman says it's 'hard, emotionally' to let AI write his code: 'I have a hard time not caring'*************** MM2In our 'Proposals include a reduction in the CEO pay ratio from 1800:1 to 1799:1, for my boss to stop calling me Carl when my name is Todd, having a job, and not to have to take out my nose ring I got in 1998' headline of the week. Starbucks union sent the company a proposed contract. Here's what baristas wantProtections for union baristas against discrimination, unjust firings and temporary or permanent store closures.Starting wage floor of $17 per hour, down from its prior proposal of $20 an hour but still above the company's current starting wage of $15.25 to $16 an hour in 43 states.Annual raises of 4%.A process for baristas, management and union representatives to resolve workforce grievances.A dress code endorsed by the union.Requirement for at least three workers on the floor at all times and enforceable staffing and safety protections.A mandate to offer open hours to existing employees before hiring new baristas.Resolution of hundreds of outstanding unfair labor practice charges.In our 'But Sam Altman is SORRY' headline of the week. Professors Say AI Is Destroying Their Students' Ability to ThinkIn our 'Don't be fooled, I'm actually a MAN' headline of the week. CoStar Group Appoints Nana Banerjee to Its Board of DirectorsI pulled every Trade Wire story with a director appointment - 69 in the last week, all press released, some private some public - and here's the count: 60 men added to boards, 9 women added, 1 woman leftIn our 'Building on Warren Buffet's innovative "Giving Pledge", billionaire creates the rival "Taking Pledge"' headline of the week. Peter Thiel is actively convincing billionaires to abandon The Giving Pledge — and it's workingIn our 'When asked for comment, ISS asked if Nelson Peltz was involved.' headline of the week. The Coca-Cola Company Announces Maria Elena Lagomasino Will Conclude Her Service on the Board of Directors

Only in Seattle - Real Estate Unplugged
$114 BILLION EV DISASTER: Ford & GM Dump Billions as Green Dream EXPLODES

Only in Seattle - Real Estate Unplugged

Play Episode Listen Later Feb 9, 2026 20:36


Major automakers like General Motors and Ford are facing massive losses in the electric vehicle market, totaling a staggering $114 billion. GM, under CEO Mary Barra, initially championed an all-electric future but has since faced significant setbacks, including billions in write-downs due to its failed EV strategy. Ford has also suffered substantial losses, raising questions about the leadership of its CEO, Jim Farley. While global EV sales are increasing, the majority of these sales are concentrated in China, with North American sales lagging significantly. Tesla, Rivian, and Kia have all experienced sales declines, further highlighting the challenges in the US EV market. Even Porsche is scaling back its EV ambitions due to tepid demand, signaling a broader shift away from complete EV dependence.

Kilowatt: A Podcast about Tesla
GM's Q4 2025 Earnings Call

Kilowatt: A Podcast about Tesla

Play Episode Listen Later Feb 8, 2026 56:15


️Kilowatt 678 Description In this episode of Kilowatt, Bodie breaks down the most important takeaways from General Motors' Q4 and full-year 2025 earnings call, so you don't have to sit through the entire investor presentation. Led by Mary Barra, the call provides insight into GM's current financial position, its evolving electric vehicle strategy, and how the company is navigating shifting regulations and market demand. The episode also explores growth in Super Cruise subscriptions, along with GM's emphasis on safety and reliability as autonomy expands. Wrapping things up, Bodie looks at GM's outlook in China, where new-energy vehicles now make up about half of sales, and what that means for the company's global EV ambitions. Support the Show Support Kilowatt Other Podcasts Beyond the Post YouTube Beyond the Post Podcast Shuffle Playlist 918Digital Website News Links General Motors Q4 and Full-Year 2025 Earnings Conference Call Show art created by DALL·E Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Squawk Pod
Leaders Playbook: Inside General Motors 2/4/26

Squawk Pod

Play Episode Listen Later Feb 4, 2026 21:24


CNBC Leaders Playbook features candid conversations with the world's top CEOs and business leaders about how they think, decide, and lead, hosted by CNBC Senior Media & Tech Correspondent Julia Boorstin.In this episode, General Motors CEO Mary Barra and Senior VP of Manufacturing and Product Engineering Josh Tavel discuss how they run the best-selling automaker in the U.S., and their plans to drive the more than 115-year-old company into the future.Visit CNBC.com/LeadersPlaybook for more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC's
GM Drives Higher… And Opportunities Overseas As The Dollar Falls 1/27/26

CNBC's "Fast Money"

Play Episode Listen Later Jan 27, 2026 43:30


GM surging to a fresh record high as the automaker tops earnings expectations. The dividend and buyback announcements they're making, and what CEO Mary Barra had to say about the company's next move. Plus A look at overseas investing, as the weaker dollar boosts markets abroad. Where one portfolio manager sees the biggest discounts, and the foreign stocks that could climb even higher.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Car Stuff Podcast
Chinese Car Prices, Nissan Leaf Design, Driving the Silverado EV

Car Stuff Podcast

Play Episode Listen Later Jan 20, 2026 57:16


Jill and Tom open a topic-packed show acknowledging the winners of the 2026 North American Car of the Year voting. Listen in for complete list. Moving on, Tom noted that General Motors CEO Mary Barra said publicly something he had long feared regarding plug-in hybrids. Barra suggests the news will impact future product development. Subsequent to last week's Zeekr conversation, Tom shared some interesting news regarding the prices of the Chinese cars in Mexico versus the maker's home market. Still in the first segment, Jill reviews the 2026 Chevrolet Silverado EV in high-end Trail Boss trim. Listen in for her complete review. In the second segment, the hosts welcome Eric Ruble of Nissan to discuss the design of the all-new 2026 Leaf electric crossover. Eric shares a number of insider details related to the Leaf's overall look, including some fun insights regarding hidden Easter eggs hidden in the vehicle's trim. In the last segment Jill is subjected to Tom's “2026 Honda Accord” quiz, including a Mexican Burger King bonus question. After the quiz, Jill shares her impressions of riding in a Waymo autonomous taxi. 

Autoline Daily - Video
AD #4210 - GM Says EVs Still the End Game; BYD and Geely Overtake VW in China; Robots Help Boost Hyundai's Value

Autoline Daily - Video

Play Episode Listen Later Jan 13, 2026 9:09


- GM Says EVs Still the End Game - GM Moving Into New Headquarters - BYD and Geely Overtake VW in China - Robots Help Boost Hyundai's Market Cap - President Trump Visiting Detroit - Renault Reveals New Geely-Based SUV - NEVs Drive Sales Growth in China - Ferrari Patents Predictive Active Aero

Autoline Daily
AD #4210 - GM Says EVs Still the End Game; BYD and Geely Overtake VW in China; Robots Help Boost Hyundai's Value

Autoline Daily

Play Episode Listen Later Jan 13, 2026 8:54 Transcription Available


- GM Says EVs Still the End Game - GM Moving Into New Headquarters - BYD and Geely Overtake VW in China - Robots Help Boost Hyundai's Market Cap - President Trump Visiting Detroit - Renault Reveals New Geely-Based SUV - NEVs Drive Sales Growth in China - Ferrari Patents Predictive Active Aero

DH Unplugged
DHUnplugged #784: Auld Lang Xiety

DH Unplugged

Play Episode Listen Later Dec 31, 2025 63:01


Looking at a weird GDP data point. Calling BS on Russia/Ukraine peace talks. Gold and Silver – WOW! Closing out the year – a good one too! PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - CTP Cup - All systems go! 9 participants! - Lots to be excited about and anxious too - Looking at a weird GDP data point - Calling BS on Russia/Ukraine peace talks Markets - Gold and Silver - WOW! - Closing out the year - a good one too! - Buyers are still hot to buy any dip - "Diet" pills coming Bitters Making Progress  - Chocolate -Dark Cherry -Infusions - https://highdesertbotanicals.com NYE Celebration - Cities across America ring in the new year by dropping unexpected objects: - Amelia Island, FL drops a giant shrimp. - Nashville drops a 400lb musical note with 28,140 LEDs. - Boise, ID, drops a glowing potato. - Key West, FL, drops an eight-foot ruby-red heel—complete with a drag queen inside! - In Spain, revelers gulp down 12 grapes—one for each midnight chime—to bring luck for each month - Denmark - Danes toss old dishes at friends' doors—large piles of broken crockery at dawn are seen as tokens of good luck. What a year! - So many themes in 12 months - AI, Tariffs, War and Trade War, Fat drugs, Deglobalization - Data centers, semiconductors, and supporting infrastructure like power and cooling systems. - Approx: DJIA +13.5%, SP500 +17%, NASDA +21%, BTCUSD -7.6%, Gold +64%, SLV +145%, $DXY -9.5%, EEM +30% - 2026 - Opportunities and Auld Lang Xiety (Tech still looks frothy in certain names) Top New Year's Resolutions - Exercise More - Eat Healthier - Save More Money/Get Out of Debt - Be Happy/Improve Mental Health - Lose Weight - Spend More Time with Family & Friends - Learn a New Skill/Hobby - Get Organized Active Management (Funds) - Same report annually - A small group of tech super stocks accounted for an outsize share of returns in 2025, extending a pattern in place for the better part of a decade. - Around $1 trillion was pulled from active equity mutual funds over the year, marking an 11th year of net outflows, while passive equity exchange-traded funds got more than $600 billion. - The concentration of gains in a few stocks made it harder for active managers to do well, with 73% of equity mutual funds trailing their benchmarks this year, the fourth most in data going back to 2007. - BUT, there are some areas that it makes sense for active management ---- Equity vs Fixed income and reasoning --- Efficient markets, boots on the ground Fat Pill - The FDA has approved the first-ever GLP-1 pill from Wegovy maker Novo Nordisk. - Novo Nordisk said the starting dose of 1.5 milligrams will be available in early January in pharmacies and via select telehealth providers with savings offers for $149 per month. - The approval gives Novo Nordisk a head start over chief rival Eli Lilly, which is racing to launch its own obesity pill. - Packaged food makers and fast-food restaurants may be forced to overhaul more of their products next year as newly approved, appetite-suppressing GLP-1 pills become available in January PowerBall - A ticket sold in Arkansas scored a $1.8 billion Powerball jackpot after Wednesday night's draw — one of the richest lottery prizes in U.S. history, landing just in time for Christmas. - The payout soared after last Monday's drawing produced no winners, with last-minute ticket sales pushing the jackpot to $1.817 billion. That makes it the second-largest U.S. lottery prize ever and the biggest Powerball of 2025, the lottery website said on Thursday. - The winning numbers — 4, 25, 31, 52, 59 and the Powerball 19 - Odds: one in 292.2 million. Silver - Amazing year! - Sunday night futures - >$83 then turned hard lower| - Down 7% on Monday - Range $83 - $71 (15%) for the day - Some rumors about a bank collapse due to wrong way position on Silver - forced liquidation and covering.... ----- Hard to believe that a bank was short that much silver - but..... SoKo Breach - South Korean online retail giant Coupang said it will offer 1.69 trillion South Korean won ($1.17 billion) in compensation to 34 million users affected by a massive data breach disclosed last month. - That is about 4% of Coupang's annual revenue - but a big chunk of their profit - $34 per user NVDA Deal - Nvidia has yet to issue a public announcement or disclosure regarding its $20 billion Groq deal that CNBC was first to cover on Wednesday. - Groq described the deal as a “non-exclusive licensing agreement,” a tool that's been used by tech giants of late in part to avoid regulatory scrutiny. - Analyst: “Antitrust would seem to be the primary risk here, though structuring the deal as a non-exclusive license may keep the fiction of competition alive,” Bernstein's Stacy Rasgon wrote in a report. - Groq will remain an independent company (?) GDP Consumption - Something is a bit off.... - With the marketplace costs increasing, this may be more than a one-off expenditure Q3 GDP Surge Russia/Ukraine - Less that an hour after the White House claimed great movement toward peace - Russian President Putin told President Trump that Russia will revise its negotiating position, raising questions over prospects for peace deal - Russian Foreign Minister Sergei Lavrov says Ukraine tried to attack Russian President Putin's residence - Does anyone even listen to the crap coming out of the White House anymore? - Did you hear Lutnick trying to explain the 600% reduction in costs for pharmaceuticals? Math wizards! - - For 2026, my wish is that they continue to work on the job at hand and just shut up Just for fun - Who is biggest drinker of spirits? - While there's no single official "heaviest drinker," legendary wrestler Andre the Giant is widely cited as having unmatched capacity, famously downing 119 beers in one sitting (or even up to 156 in other accounts) Oil - Crude oil futures down about 9.5% YTD - Much of the drop due to pick up in production (supply/demand) - Still a floor with as Russia, Nigeria, Venezuela etc - What will it take to move up? Best Auto Stock for 2025? - GM! Better than ford, Tesla and others (up 55%) - best year from coming out of bankruptcy in 2009 - Ford up 35% - Mary Barra, CEO selling into the strength - $73 M sold this year (Position down 73% from what she held last year) - - - Barra has contended for years that stock undervalued. With all of these say what does that say now? --- Would she ever say shares are overvalued? More fun stats - A peer?reviewed 2025 study estimates AI data centers (including indirect usage from electricity generation) consumed 312–765 billion liters of water annually. That's more than all bottled water consumed worldwide each year - Direct (on-site) water is used for cooling servers via systems like cooling towers or liquid loops. Indirect (off-site) water stems from electricity generation—particularly from thermal and nuclear plants, which require significant cooling resources - ??? Estimates suggest a single standard AI prompt (about 100 words) is linked to around 1.5 liters of water—accounting for the entire chain of consumption. (This is total usage from cooling powr consumption, electricity generation) - Global AI workloads consumed 50–60 terawatt-hours (TWh) in 2025—roughly the annual electricity use of a medium-sized country like Switzerland. - By 2030, AI-related electricity demand could reach 300–500 TWh annually, according to energy analysts—comparable to the entire electricity consumption of countries like France. Over to Iran - President Trump tells reporters that if Iran is building up its nuclear program, the U.S. will have to "knock them down" again --- Wait - I thought we destroyed all of their nuke aspirations??? - - - AND - Iran's currency hit a record low, triggering wave of protests, according to Bloomberg Fed News - Top Fed Chair Candidate Odds Narrow Again, With Hassett at 43% and Warsh at 35% - President Trump still angry at Powell 0threating to sue for incompetence Odd - Tesla Inc. published a series of sales estimates indicating the outlook for its vehicle deliveries may be lower than many investors were expecting. - The carmaker posted estimates showing analysts on average expect the company to deliver 422,850 cars in the fourth quarter, down 15% from a year earlier. - Tesla is on course for its second consecutive drop in annual vehicle sales, with the company compiling an average estimate for 1.6 million deliveries, down more than 8% from a year earlier. - These are estimates published by analysts - Tesla put on its own site - WHY? End of Year Stat - The U.S. national debt is climbing at a rapid pace and has shown no signs of slowing down despite the growing criticism of massive levels of government spending. - The national debt, which measures what the U.S. owes its creditors, rose to $38,386,384,190,622.68 as of Dec. 30, according to the latest numbers published by the Treasury Department. - That is an increase of about $5.8 billion daily - ~$18 per person in the US per day increase ($7,300) - or about the monthly price of leasing a small Mercedes - Each person in US owes approx $128,000 Love the Show? Then how about a Donation? THE CLOSEST TO THE PIN 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! CTP CUP 2025 Participants: Jim Beaver Mike Kazmierczak Joe Metzger Ken Degel David Martin Dean Wormell Neil Larion Mary Lou Schwarzer Eric Harvey (2024 Winner) FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Barn Talk
What's Next for Farmers in 2026?

Barn Talk

Play Episode Listen Later Dec 29, 2025 77:57


Welcome to Barn Talk! In this Hot Topics episode, Sawyer and Tork cover everything from what's happening on the farm to the bigger picture in AG, economics, and world events. You'll get the latest market updates on corn, beans, and livestock, plus hear firsthand stories from rural life and how changing weather is impacting the Christmas season in Iowa.The guys break down the financial headwinds facing farmers—including interest rates, operating loans, equipment values, and the squeeze on small towns—and ask some big questions about the future of land and food production. They also dig into hot-button issues like solar panels replacing farmland, oil market drama, and even give their take on the latest headlines, from boxing matches to the Epstein files.With plenty of laughs, honesty, and encouragement for anyone having a tough year, Sawyer and Tork are keeping it real and letting you know you're not alone. Get ready for an episode packed with barn talk, real talk, and a little bit of everything in between!SUBSCRIBE TO THE PODCAST ➱ https://bit.ly/3a7r3nR  SUBSCRIBE TO THIS'LL DO FARM ➱ https://bit.ly/2X8g45cLISTEN ON:SPOTIFY ➱ https://open.spotify.com/show/3icVr4KWq4eUDl7Oy60YMY APPLE ➱ https://podcasts.apple.com/us/podcast/barn-talk/id1574395049Follow Behind The Scenes

The Focus Group
Holiday Shoppers Picking Sides

The Focus Group

Play Episode Listen Later Dec 27, 2025 48:48


Mobile phone carriers, holiday traditions, and consumer activism are on the agenda. First, a look at the Swedish Christmas tradition of Kalle Anka, a beloved Disney special. Then the story of a hiker who was frozen in ice for 30 years. Mary Barra, the first female CEO of General Motors, is the Business Birthday. Shop Talk concludes with a discussion on boycotting ant-DEI brands during the holiday season. We're all business. Except when we're not. Apple Podcasts: apple.co/1WwDBrC Spotify: spoti.fi/2pC19B1 iHeart Radio: bit.ly/4aza5LW Tunein: bit.ly/1SE3NMb YouTube Music: bit.ly/43T8Y81 Pandora: pdora.co/2pEfctj YouTube: bit.ly/1spAF5a Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
GM Tech Leadership Shakeup, Kia Delays EV4, Walmart's Physical Catalog

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Nov 4, 2025 9:08


Shoot us a Text.Episode #1187: GM trims its workforce and tech leadership as it reassesses priorities. Kia hits pause on its next U.S. EV launch amid regulatory roadblocks. And Walmart leans into nostalgia with a print catalog push designed to elevate its home game.Show Notes with links:General Motors made sweeping changes last week, laying off workers and restructuring leadership as it adjusted to shifting market signals. What began as a response to softening EV demand quickly expanded into a broader corporate shakeup.GM eliminated 1,750 jobs, including 1,200 from Factory Zero in Detroit and hundreds more at paused battery plants in Ohio and Tennessee.The company cited weaker EV sales and regulatory uncertainty as reasons for scaling back production.Senior VP of Software David Richardson abruptly exited following an internal reorg just days after presenting at GM's tech event.His responsibilities were shifted under product leadership led by Tesla/Aurora alum Sterling Anderson.CEO Mary Barra assumed oversight of cybersecurity and IT, signaling a more hands-on approach to GM's tech transformation.Kia has officially delayed the U.S. release of its compact EV4 sedan, which was initially slated to arrive in early 2026.The EV4, revealed at the New York Auto Show, was expected to start under $40K with up to 330 miles of range.Kia confirmed the delay, citing “changing market conditions for EVs” as primary cause.The expiration of the $7,500 EV tax credit and new import tariffs have reshaped the economics of launching foreign-built EVs in the U.S.The EV4 was to be manufactured in South Korea and imported to the U.S.; that plan is now on hold indefinitely.Kia's EV lineup already includes the EV6, EV9, and Niro EVIn an unexpected move, Walmart has revived the old-school print catalog to boost its home goods visibility. The retailer's latest campaign mixes nostalgia with strategy, aiming to reintroduce shoppers to a broader, more style-forward product lineup.Walmart released a full-scale home catalog in August, targeting new, existing, and lapsed customers ahead of the holidays.The catalog showcases furniture, decor, and appliances with QR codes linking to Walmart's online store.SVP Creighton Kiper described the catalog as a static creative tool to reposition Walmart as a destination for affordable, high-style home goods.Despite rapid execution, early impressions and engagement exceeded expectations — though no follow-up editions have been confirmed.“Most retailers recognize… you have to have a marketing mix across online and offline channels to really reach the consumer,” said Polly Wong, President of Belardi Wong.0:00 Intro with Paul J Daly and Kyle Mountsier1:03 Upcoming Edge Webinar Tomorrow!1:39 GM Shakes Up ExeJoin 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/

Kilowatt: A Podcast about Tesla
GM's Q3 2025 Earnings Call

Kilowatt: A Podcast about Tesla

Play Episode Listen Later Nov 1, 2025 40:43


Description:In this episode, we dive into General Motors' Q3 2025 earnings call. CEO Mary Barra outlines GM's strategy for navigating a rapidly evolving EV landscape. Topics include Ultium platform developments, Cruise's autonomous vehicle updates, North American production goals, and financial performance across key segments. The company addresses recent challenges with EV adoption and outlines plans to balance innovation with profitability. Listeners will gain insight into GM's market position, near-term goals, and long-term vision in a competitive automotive industry.Support the Showwww.supportkilowatt.comOther Podcasts:Beyond the Post YouTubeBeyond the Post PodcastShuffle Playlist918Digital WebsiteNews Links:GM Q3 2025 Earnings Call – YouTubeShow Art Created By Dall-e*ART PROVIDED BY DALL-eSupport this show http://supporter.acast.com/kilowatt. Hosted on Acast. See acast.com/privacy for more information.

MotorWeek
Fatal Crash Prevention at the IIHS, Subaru Forester Hybrid, & New Engine in the Jeep Grand Cherokee

MotorWeek

Play Episode Listen Later Oct 30, 2025


In Podcast #364, John Davis and the MotorWeek crew are joined by FYI Reporter Stephanie Hart who details her recent visit to the Insurance Institute for Highway Safety's facility in Virginia to see what they're doing to help prevent fatal crashes. Then Jessica dives into the more fuel-efficient version of Subaru's volume seller, the 2025 Forester Hybrid. And Logan is back from a trip to Detroit where he got to see the revised 2026 Jeep Grand Cherokee, including it's all-new Hurricane engine. Our Lightning Round addresses Mary Barra's recent comments claiming that GM will be leaving Apple CarPlay and Android Auto out of their new vehicles in the future and a viewer wonders if Hyundai or Kia will ever make a body-on-frame SUV competitor.

The Journal.
Why GM Is Slamming the Brakes on EV Ambitions

The Journal.

Play Episode Listen Later Oct 29, 2025 17:01


In 2021, GM and its CEO Mary Barra announced a bold plan to go all electric by 2035. But falling consumer demand and shriveling government support has undermined GM's electric plans. Now, as Sharon Terlep reports, GM has gone from one of the industry's loudest EV champions to a leading opponent of government emissions rules and fuel-economy standards. Ryan Knutson hosts. Further Listening: -What Happened to GM's All-Electric Bet? -Tesla Has a Problem: Elon MuskSign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Tech Gumbo
Amazon Internet Meltdown, Windows 11 Fix, Messenger Shutdown, GM's Big Tech Shift, and Apple's iPhone Air Fails

Tech Gumbo

Play Episode Listen Later Oct 27, 2025 22:10


News and Updates: Amazon outage knocks out half the internet: A faulty DNS update in Amazon's DynamoDB caused a massive AWS outage, crippling services like Zoom, Alexa, Slack, and major financial platforms. Over 8 million users were affected globally, delaying flights, halting trades, and disrupting daily life. Analysts estimate losses could reach billions, reigniting calls for multi-cloud resilience—and even breaking up Big Tech. Microsoft issues urgent Windows 11 fix: An October update broke Windows Recovery Environment tools, disabling USB keyboards and mice during recovery. Microsoft rushed out patch KB5070773 to restore functionality. Users are urged to install immediately to regain recovery access and avoid potential boot or repair issues. Meta shuts down Messenger desktop apps: Messenger for Windows and macOS will shut down Dec. 15. Users must switch to web access or lose functionality. Messages will remain on Facebook accounts if secure storage is enabled. Meta gave no reason for the change, though declining desktop usage likely drove the decision. GM phases out CarPlay and Android Auto across all models: CEO Mary Barra confirmed GM will remove phone projection from all future vehicles—gas and electric—by 2028. The company is transitioning to a new unified computing platform with Google Gemini AI and in-house apps, part of its push toward a fully integrated infotainment system. GM unveils AI assistant and eyes-off driving system: At its “GM Forward” event, the automaker announced a 2028 launch for its next-gen platform featuring Google Gemini AI, hands-free “eyes-off” driving, and energy systems with home battery leasing. GM calls it a “new era of mobility,” aiming to transform vehicles into intelligent assistants. Apple slashes iPhone Air production amid weak demand: Apple is “drastically” cutting iPhone Air output to near shutdown levels after poor sales and “virtually no demand,” per Nikkei. Customers favor the iPhone 17 Pro lineup for better cameras and battery life. The ultra-thin $999 iPhone Air failed to generate excitement despite its sleek 5.6mm design.

Decoder with Nilay Patel
Why GM will give you Gemini — but not CarPlay

Decoder with Nilay Patel

Play Episode Listen Later Oct 22, 2025 78:03


Today's guests are General Motors CEO Mary Barra and new GM Chief Product Officer Sterling Anderson. There's a lot of big news the company just announced, including a Google Gemini-powered AI assistant that's coming to new cars and an entirely new hardware and software platform coming to the Escalade IQ in 2028 alongside true Level 3 autonomous driving.  So I asked Mary about all of that and how she's navigating the current moment, and her company's relationship with the Trump administration. I also got into the details on GM's platform with Sterling, including its decision to ditch Apple CarPlay on its EVs and what all this looks like in the future as AI voice assistants and more capable autonomy come into the mix. Read the full transcript on The Verge.   Links:  GM says hands-free, eyes-off driving is coming to Escalade IQ | The Verge GM takes a $1.6 billion hit on EVs | ⁠The Verge GM software boss on ditching CarPlay | Decoder Ford CEO on China, tariffs, and the quest for a $30,000 EV | Decoder The EV tax credit is gone — now the hard part begins | Decoder GM blocks dealership from installing CarPlay retrofit kits in EVs | The Verge Everybody hates GM's decision to kill Apple CarPlay | The Verge GM hires ex-Tesla, Aurora exec as chief product officer | CNBC Cruise's robotaxi service will shut down as GM pulls its funding | The Verge Newsom names GM's Mary Barra as villain in fight with feds | Streetlight CA Subscribe to The Verge to access the ad-free version of Decoder! Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Ursa Wright.  The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Quick Charge
Elon threatens to rage quit Tesla if he doesn't get his $1 TRILLION payday

Quick Charge

Play Episode Listen Later Oct 20, 2025


Elon Musk implies that he'll quit his part-time job as CEO of Tesla (TSLA) if he doesn't get his $1 trillion pay package. On today's episode of Quick Charge, I suggest GM's Mary Barra should replace him, and explore some of the compelling EV deals out there looking to take a bite out of Elon's market share. In addition to my take on what the TSLA board should or shouldn't decide, we've got a pile of EV lease deals, some hot, upcoming new electric Jeep models, and a look at some of the ways the end of the Federal EV tax credit isn't the end at all. Quick Charge is brought to you by Climate XChange, a nonpartisan nonprofit working to help states pass effective, equitable climate policies. The nonprofit just kicked off its 10th annual EV raffle, where participants have multiple opportunities to win their dream model. Visit CarbonRaffle.org/Electrek to learn more. Source Links Elon Musk threatens to leave Tesla (TSLA) if he doesn't get his ridiculous pay Tesla is now buying ads on Elon Musk's X to get people to vote for his $1 trillion compensation Win your dream EV in Climate XChange's 10th Annual Raffle! From $189 a month: 5 of the best EV lease deals in October [Updated] $189 Hyundai IONOQ 5 deals near you (trusted affiliate link) $189 Hyundai IONOQ 6 deals near you (trusted affiliate link) Jeep's electric off-roader is finally almost here and it's ready to join the Wrangler Bigger, badder Section 179 tax credit could POWER UP fleet electrification efforts Survey Sunday: we asked WHY you chose home solar, you answered Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple Podcasts, Spotify, TuneIn, and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are recorded, usually, Monday through Thursday (most weeks, anyway). We'll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don't miss a minute of Electrek's high-voltage daily news. Got news? Let us know!Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show. If you're considering going solar, it's always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it's free to use, and you won't get sales calls until you select an installer and share your phone number with them.  Your personalized solar quotes are easy to compare online and you'll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

The Financial Exchange Show
Why your electric bill keeps rising

The Financial Exchange Show

Play Episode Listen Later Sep 30, 2025 38:30 Transcription Available


Mike Armstrong and Paul Lane explain why your electric keeps rising. Jessica Caldwell, Head of Insights at Edmunds, joins the show to share the Q3 new car sales forecast. Why GM boss Mary Barra is slamming the brakes on lofty EV ambitions. Investors are fretting that the stock market rally is on borrowed time. McDonald's is bringing back Monopoly after a decade.

Autoline Daily - Video
AD #4142 - Chinese Double Car Sales in Europe; Jeep Cancels Gladiator PHEV; Cali. Gov. Blames GM CEO for Overturning ICE Ban

Autoline Daily - Video

Play Episode Listen Later Sep 23, 2025 7:49


- Chinese Double Car Sales in Europe - Stellantis Closes Assembly Plant for 2 Weeks - EU ICE Ban Will Create Sales Rush, Followed by Slump - Cali. Gov. Blames GM CEO for Overturning ICE Ban - Jeep Cancels Gladiator PHEV - Opel Uses Lighting to Communicate with Pedestrians - Mercedes F1 Tests Sustainable Carbon Fiber - Bentley Offers Dog Accessories - Original Mazda Miata Designer Dies

Autoline Daily
AD #4142 - Chinese Double Car Sales in Europe; Jeep Cancels Gladiator PHEV; Cali. Gov. Blames GM CEO for Overturning ICE Ban

Autoline Daily

Play Episode Listen Later Sep 23, 2025 7:33 Transcription Available


- Chinese Double Car Sales in Europe - Stellantis Closes Assembly Plant for 2 Weeks - EU ICE Ban Will Create Sales Rush, Followed by Slump - Cali. Gov. Blames GM CEO for Overturning ICE Ban - Jeep Cancels Gladiator PHEV - Opel Uses Lighting to Communicate with Pedestrians - Mercedes F1 Tests Sustainable Carbon Fiber - Bentley Offers Dog Accessories - Original Mazda Miata Designer Dies

Business Pants
Kimmel and Disney's political expedience, Exxon bought its vote, and algorithmic autocracy

Business Pants

Play Episode Listen Later Sep 19, 2025 72:07


Story of the Week (DR):Disney Pulls Jimmy Kimmel's Show After Kirk Remarks Republicans Leverage Charlie Kirk's Death to Declare War on Free SpeechCharlie Kirk assassination reignites debate over Section 230 protections for social media companies"Section 230 needs to be repealed. If you're mad at social media companies that radicalize our nation, you should be mad," Sen. Lindsey Graham, R-S.C., said Sunday on NBC's "Meet the Press." "I have a bill that will allow you to sue these people. They're immune from lawsuits."Nexstar And Sinclair, Two Largest Station Groups, Wield Influence In ABC Decision To Pull Jimmy Kimmel In Light Of His Charlie Kirk CommentsA $6.2 billion deal looms over Jimmy Kimmel's suspensionNexstar, the largest station group in the country, is a leading champion in the broadcast industry for the FCC to relax media ownership limits and has a major merger before the Trump administration, its proposed $6.2B acquisition of Tegna, creating a mega-company with 265 stations in 44 states and the District of Columbia, representing 80% of U.S. TV households.Nexstar needs the agency to ease rules that currently limit the percentage a broadcaster can reach to 39% of the nation's television households.Sinclair also is seeking deregulation, and in its statement, it praised Carr. “We appreciate FCC Chairman Carr's remarks today and this incident highlights the critical need for the FCC to take immediate regulatory action to address control held over local broadcasters by the big national networks,” Sinclair said.Nexstar: founder/Chair/CEO Perry SookSinclair: the Smith family: currently nepobaby David Smith; board is 44% SmithWhat to know about Brendan Carr, the FCC chairman who went after Jimmy KimmelIn response to an opinion column in The Washington Post by Mark Zuckerberg, the chief executive of Facebook, outlining his ideas for removing harmful content, Carr criticized Zuckerberg's call for government regulation as a violation of the First Amendment.He later praised Zuckerberg's "instincts" to show Trump's posts that amplified COVID-19 misinformation unaltered.Carr supported Trump's "Executive Order on Preventing Online Censorship" targeting Section 230 of the Communications Decency Act.Trump filed a $15 billion defamation lawsuit against The New York Times and 4 of its journalistsTrump's NYT Lawsuit Dismissed by Republican-Appointed JudgeA federal judge on Friday dismissed Donald Trump's $15 billion defamation lawsuit against The New York Times. U.S. District Judge Steven Merryday: a lawsuit is not "a protected platform to rage against an adversary."Comcast CEO criticizes ex-MSNBC contributor's remarks about Charlie Kirk in memo to staffTrumpy Billionaires Close In on TikTok TakeoverAllies of President Donald Trump are poised to get their hands on TikTok's U.S. operations.Entrepreneur Larry Ellison, worth approximately $350 billion, and Marc Andreessen, a venture capitalist with a $2 billion net worth, have been pals with the president for years.Ellison's software giant Oracle, Andreessen's venture capital firm Andreessen Horowitz, and private equity firm Silver Lake are among a group of U.S. businesses said to be nearing a deal to take over the American operations of the short-form video app, according to a report from The Wall Street Journal.Nestlé Chairman to Step Down After Abrupt CEO FiringNestlé investors demand chair Paul Bulcke resign over CEO churn “I have full trust in Nestlé s new leadership and firmly believe this great company is well positioned for the future,” Bulcke said. “This is the right moment for me to step aside and accelerate the planned transition, allowing Pablo and Philipp to advance Nestlé's strategy and guide the company with a fresh perspective.”Board member (2018-) Pablo Isa new chairThe company appointed Dick Boer as lead independent director and vice chairman of the board of directors as of Oct. 1, while Marie-Gabrielle Ineichen-Fleisch was appointed vice chair of the board.A new ally against excessive CEO Pay: Pope LeoPope Leo appears to be particularly baffled by the Tesla pay package that could turn Elon Musk into the world's first trillionaire: “What does that mean and what's that about? If that is the only thing that has value anymore, then we're in big trouble.”Dave Ramsey Says 'We're Not All Equal. It Doesn't Work That Way' — The Rich Aren't Evil, It's Just Math and Jealousy Fueling the StigmaRashida Tlaib and Bernie Sanders introduce the Tax Excessive CEO Pay Act. Proponents of the bill argue that it will incentivize large corporations to narrow their internal pay disparities by either increasing wages for their lowest-paid employees or reducing executive compensation packages Key Provisions of the Act:Tax Trigger: The new tax would apply to companies with a CEO-to-median-worker pay ratio of 50-to-1 or greater.Graduated Tax Rates: The penalty begins with a 0.5 percentage point tax increase for companies with a pay ratio between 50 and 100-to-1.Progressive Structure: The tax rate increase climbs with the pay ratio:1.0 percentage point for ratios between 100 and 200-to-1.2.0 percentage points for ratios between 200 and 300-to-1.3.0 percentage points for ratios between 300 and 400-to-1.4.0 percentage points for ratios between 400 and 500-to-1.5.0 percentage points for ratios exceeding 500-to-1.Broad Application: The act is intended to apply to both publicly and privately held companies with annual revenues of $100 million or more.Exxon to offer auto-voting to counter shareholder activism. Here's how it works:Opt-In Program: The auto-voting feature is a voluntary, opt-in program for retail investors.Automatic Voting: Once enrolled, an investor's shares will be automatically voted in accordance with the board's recommendations on all proposals at shareholder meetings.Flexibility for Investors: Despite the automated nature, investors will still receive all proxy materials and retain the right to manually override the automatic vote on any specific proposal. They can also opt out of the program at any time, free of charge.Exxon's Stated Rationale:Leveling the Playing Field: Exxon argues that this program is a matter of fairness, designed to give retail investors the same ease of voting that institutional investors have. They contend that individual investors often lack the time and resources to research and vote on complex proxy proposals.Addressing Low Turnout: The company has highlighted that while retail investors hold a significant portion of its shares (nearly 40%), their voting turnout is low (only about a quarter of them vote).Countering Activist Agendas: Exxon has explicitly stated that activist groups have exploited this low retail voter participation to advance their own agendas, which the company claims are often political and detrimental to long-term shareholder value.Texas AG probes proxy advisers Glass Lewis, ISS amid ESG backlash By ReutersExxon Urges Europe to Repeal Rules to Make Companies Track Climate PollutionGoodliest of the Week (MM/DR):DR: Tyson is ditching corn syrupIt also plans to axe sucralose, BHA/BHT, and titanium dioxide from its food by the end of 2025MM: New Poll Finds That Americans Loathe AI53 percent of just over 5,000 US adults polled in June think that AI will "worsen people's ability to think creatively." Fifty percent say AI will deteriorate our ability to form meaningful relationships, while only five percent believe the reverse.MM: Northeast US states form health alliance in response to federal vaccine limits MMAssholiest of the Week (MM):Which capitalist is the bigger assholeBob IgerIger yanked Kimmel after pressure from affiliate owners looking to curry FCC favor in a $6bn mergerThere are comparisons being made to when Iger cancelled Roseanne:From blowhard Iger apologist Jeff Sonnenfeld: “Iger has been a fearless, equal opportunity offender in defending Disney's corporate character, whether from intrusions by the left or by the right. He was criticized harshly from many on the political right when in 2018, he cancelled Rosanne, then ABC's #1 show, when its star imploded with a cruel racial tirade about President Obama's former top advisor, Valerie Jarrett.”Sonnenfeld ignores the content of what was said obviously, since he has to make a point to kiss Iger's ass - Kimmel said MAGA didn't want the shooter to be MAGA, Barr said a black woman was from Planet of the Apes… so, very the same?This isn't about brand protection, this is about economics - and Iger the dealmaker just made a trade: short-term political expediency for cash as he tries to unload ABCIn 2023, Iger was in talks with Nexstar to buy ABC outrightAlso 2023, massive deals between Disney and NexstarNexstar's ABC agreements expire December 202614% of Nexstar stations are ABC affiliates - Tegna would add 7%Disney already was cancelled by the right for having movies that were too woke, now they just Target-ed themselves right in the groinASSHOLE ACTION ITEM:Disney's next AGM is likely March 2026 - buy Disney stock with the intention of voting out every starfucky directorBonus option: buy shares of Coca-Cola, GM, Under Armour, P&G, Reckitt Benckiser, Bristol Myers, Target, Carlyle, and Lululemon to vote the same directors out of ALL their board positions - make shit decisions in one place, you'll make them everywhereDisney's Mel Lagomasino on Coca-Cola with Carolyn Everson (twofer!), Mary Barra at GM, Everson also at Under Armour, Amy Chang at P&G, Jeremy Darroch at Reckitt Benckiser, Derica Rice at Bristol Myers, Target (anti DEI AND anti free speech!), Carlyle, Cal McDonald at LululemonVote out Sonnenfeld - on the board of Lennar Corporation - vote him out for kicks since he's so deferential to CEOs, how on earth can he hold one accountable? Is he the voice of shareholders or CEOs?Perry SookThe buyer! Nexstar looking to acquire Tegna for $6bn, which would consolidate 80% of US households local news stationsNexstar has to make nice with Brendan Carr, chair of the FCC (I miss Lina Kahn… sigh) - and Carr is purely political, so here was how they bent the knee:“Nexstar's owned and partner television stations affiliated with the ABC Television Network will preempt Jimmy Kimmel Live! for the foreseeable future beginning with tonight's show. Nexstar strongly objects to recent comments made by Mr. Kimmel concerning the killing of Charlie Kirk and will replace the show with other programming in its ABC-affiliated markets.”Again, if you read Kimmel's actual comment, he's saying that MAGA doesn't want the shooter to be MAGA… he actually didn't say ANYTHING ELSE about the shooting itselfSonnenfeld: “Kimmel's suggestion that “the MAGA gang (is) desperately trying to characterize this kid who murdered Charlie Kirk as anything other than one of them” doesn't square with the facts which are known at this point. Regardless, these comments are blatantly insensitive as political violence should never be tolerated or exploited as comedic entertainment, no matter who perpetrated it.”Except Kimmel didn't joke about political violence, he joked about the fact that MAGA is super hoping it wasn't their political violence.Perry Sook's political donations have been almost entirely to Republican candidates over the last decade (except for National Association of Broadcasters) - and it's paid offBrendan Carr, Soon To Be FCC Chair, Says Commission Will Back Local TV Stations “Even If That's In Conflict” With Broadcast NetworksNew FCC boss could unleash biggest local TV shakeup in decadesSook owns just under 6% of Nexstar stock, with Vanguard and Blackrock clocking in at a combined 21.8% - meaning about 28% of votes are guaranteed to go with managementMeaning this was all a pretense to consolidate broadcaster ownership - and Sook is one of the winners of the consolidationNow Carr has a reason he can vote for Nexstar purchase, Iger gets out of more ABCASSHOLE ACTION ITEMIt's basically too late to vote against Nexstar's board - their meeting was in June 2025, the merger will be approved by thenYou could maybe buy shares and vote against the mergerAlternatively, buy Yelp (Tony Wells), Denny's (Bernadette Aulestia), and Urban One (Geoffrey Armstrong) to vote out board elsewhereDavid Deniston SmithCEO of Sinclair, owner of 20% of ABC affiliates - the most currently, but post merger would be secondNepo baby Smith, who, with the rest of his brothers and family, own 82% of voting power, are Trump and GOP toadiesAnother mediocre conservative blowhard CEO who spent the last two decades kissing the ass of every republican he can findHe was one of Turning Point USAs biggest donors through his foundation, and issued the following statement: they would “not lift the suspension of ‘Jimmy Kimmel Live!' on our stations until formal discussions are held with ABC regarding the network's commitment to professionalism and accountability,” calling on Kimmel to make a direct apology to the Kirk family, and for the network to make a “meaningful donation” to them and Turning Point USA.In the 00s, Sinclair let a paid Bush administration propagandist deliver reporting on their local news stationsIn Trump 1.0, Sinclair forced local news broadcasters to read off a script about how mainstream media was fake newsIn the 90s, Smith was caught getting a blowjob from a prostituteASSHOLE ACTION ITEMSinclair's board is dual class dictatorship, but you CAN vote out Ben Carson on the DR Horton and Covenant Logistics boards - yes, that Ben CarsonHeadliniest of the WeekDR: Elon Musk Fires 500 Staff at xAI, Puts College Kid in Charge of Training GrokMM: If You Don't Know Who the Underperforming Director Is, It Might Be You!Are the CEO, chair or committee leads soliciting my input off-cycle?Does the CEO and select members of the executive team think of me as a trusted advisor and am I able to constructively coach behind the scenes?If the answers to all of these questions are “No,” it could be a sign that you are not performing to the level expected by your company's management.YOU DON'T REPORT TO MANAGEMENTWho Won the Week?DR: I guess they just win every week: Trumpy and creepy billionaires profiting over an app used primarily by 18-34 year olds (70%): Oracle's Larry Elison, Andreessen Horowitz's Marc Andreessen.MM: Gillette, the razor company: Pete Hegseth goes to war against military beards, stresses ‘grooming standards which underpin the warrior ethos'PredictionsDR: FCC Chair Brendan Carr cancels himself when he digs up reports when he cast himself as a First Amendment purist, denouncing efforts by Democrats and Republicans to lean on TV providers and social media platforms as “censorship” and a “chilling transgression of free speech.”ure on media a ‘chilling transgression of free speech.'”MM: I wrote this on Bluesky two days ago: “The next step for Brendan Carr and the FCC is to repeal Section 230 - after which they can sue social media companies for any anti-conservative posts. Then the silencing is complete until dissent is done via snail mail.” Today, I was right: Charlie Kirk assassination reignites debate over Section 230 protections for social media companies. We're in an era of algorithmic autocracy - Microsoft changed LinkedIn's algorithm earlier this year and there

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Legacy Meets What's Next, Elon's Big Stock Buy, Too Many Grocery Choices

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Sep 15, 2025 12:47


Shoot us a Text.Episode #1146: Automotive News's 100th anniversary Congress celebrated industry icons and looked towards the future, Elon Musk bets big on Tesla, shoppers get overwhelmed by too many choices (sound familiar?)Show Notes with links:At its 100th anniversary Congress, Automotive News celebrated legacy while tackling the industry's most pressing challenges—from EV adoption to geopolitical threats.Centennial Awards went to GM's Mary Barra and Hyundai's Euisun Chung for transformational leadership.Chung addressed the ICE worker raid, signaling cross-government cooperation: “I hope we can make together a better system for that.”Barra emphasized EV commitment despite headwinds: “From an EV perspective, that is still our North Star.”Industry insiders warned of China's dominance—EV share grew from 6% to 50% in five years, while foreign brands lost half their market share.Asbury CEO David Hult called fixed ops the “backbone” of the dealership, with aging vehicles and tech shifts fueling long-term growth saying he's “really bullish on the next six to 10 years.”Tesla stock surged after CEO Elon Musk disclosed a nearly $1B stock buy, calming investor nerves amid political distractions and sagging EV demand.Musk bought 2.57M shares on Friday, spending between $372 and $396 each.Tesla shares jumped over 8% in premarket trading Monday, continuing a late-week rally.Despite a 2% year-to-date dip, the stock is on pace for its third straight daily gain.Investor concerns had grown over Musk's political focus and waning EV demand.Tesla Chair Robyn Denholm pushed back: “Elon is back front and center at the company.”A new survey reveals grocery shoppers are overwhelmed by too many choices—and many now treat food labels like vehicle window stickers.36% of Americans report “aisle anxiety,” triggered by too many options and crowded stores.Shoppers spend an average of 4 minutes per item, with 71% trying to be more intentional.Retailers like Trader Joe's and Aldi combat “choice paralysis” by limiting SKUs per category.Certifications matter: 40% research products for health, ethics, and sustainability—but many confuse terms like “natural” and “organic.”“When consumers see a trusted certification, it's like a shortcut to feeling good about their decision,” said Jamie Horst, Traditional Medicinals' Chief Purpose Officer.0:00 Intro with Paul J Daly and Kyle Mountsier2:45 Announcements: Upcoming Webinar3:17 Automotive New 100th Anniversary Congress6:12 Elon Musk Buys $1B of Tesla Stock8:39 36% Of Americans Have "Aisle Anxiety"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 Insider
General Motors (GM) Just SHOCKED The Auto Industry | Episode 919

Auto Insider

Play Episode Listen Later Sep 8, 2025 30:29


Today on CarEdge Live, Ray and Zach discuss the latest news from General Motors including Mary Barra's stock sale to destination charges. Tune in to learn more!

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Mary's Millions, Elon's Trillions, Japan Tariffs to 15%, OpenAI's Certification Push

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Sep 5, 2025 16:25


Shoot us a Text.Episode #1138: Mary Barra and her GM peers are selling big while Tesla bets even bigger on Elon. A new U.S.–Japan trade deal lowers tariffs and boosts investment in auto-related sectors. And Apple, OpenAI, and Walmart are teaming up to define what AI literacy looks like for the next generation of workers.As Tesla courts Elon Musk with a potential $1 trillion payday, General Motors' leadership is making moves of a very different kind. The spotlight is now on Mary Barra and what her stock sales might signal.GM CEO Mary Barra sold over 40% of her holdings in late August, unloading more than $21 million in a single day — part of nearly $58 million in sales over the past six months.She's not alone: Chief Accounting Officer Christopher Hatto and Executive VP Rory Harvey also sold sizable chunks of stock in recent months with no purchases to offset them.Meanwhile, Tesla is dangling a $1 trillion comp plan to keep Elon Musk locked in, tied to targets like an $8.5 trillion valuation and robotaxi expansion.Musk would see his Tesla stake climb back to 25% if the plan succeeds — a move he's called essential to staying committed.After months of back-and-forth, the U.S. has officially lowered tariffs on Japanese auto imports, giving Japan's automakers a long-awaited reprieve—and setting the stage for billions in investment.President Trump signed an executive order implementing 15% tariffs on Japanese autos, down from 27.5%, effective within a week.The order also prevents “stacked” tariffs on goods like beef and guarantees no levies on airplanes or parts.Toyota, which projected a $10B profit hit from previous tariffs, praised the clarity of the deal. About 80% of Toyota vehicles sold in the U.S. are built in North America.“Finally,” posted Japan's chief negotiator Ryosei Akazawa, after ten U.S. trips to seal the deal.While Apple eyes Google's AI muscle to upgrade Siri, OpenAI is putting boots on the ground to make sure American workers—and businesses—aren't left behind in the AI revolution.Apple is testing Google's Gemini model to power AI search summaries in a new Siri feature called “World Knowledge Answers.”The upgraded Siri aims to challenge AI-powered search platforms by blending web results with summaries, visuals, and points of interest—possibly debuting in iOS 26.4 next spring.Meanwhile, OpenAI is rolling out AI certifications and a new jobs platform in partnership with Walmart, John Deere, and others to certify 10 million Americans by 2030.The goal? Help 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/

The Carpool with Kelly and Lizz
POTATO SALAD TRAUMA

The Carpool with Kelly and Lizz

Play Episode Listen Later Aug 19, 2025 47:22


It feels like it's been forever since it was just Kelly and Lizz and they have SO much to talk about… and not talk about. While Lizz has been solo parenting for two weeks (an experience that has changed her as a person), Kelly has been prepping for her birthday. Did you know that making the perfect potato salad could cause a lot of stress and discussion? A lot of tangible takeaways here from Kelly's potato salad trauma. In the end it all turned out to be the perfect evening, including some lovely gifts from her family. This leads right into a tangible takeaway from Lizz on how to start the perfect gift tradition.  The potato salad stress might have been a bit exaggerated by a MASSIVE interview for the Car Mom. Kelly and Lizz traveled to Detroit to chat with GM CEO Mary Barra. They gave a little preview of the interview as well as talked about the friends they did not make in the car seat lab.  Another massive milestone happened in the Stumpe household as George headed off to school for the very first time. Kelly is so ready to be in her “mom of school kids” era and already planning her truck-or-treat decorations. Speaking of family time, Kelly is ready to introduce her kids to “Shark Boy and Lava Girl” in hopes that they will want to dress as them for Halloween. Is “Spy Kids” next? Both movies go perfect with a Ditch the Drive-Thru favorite: pulled pork bbq nachos! 

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Ford's Factory Revamp, GM Leans Into Autonomy, Teachers Using AI

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Aug 12, 2025 10:56


Shoot us a Text.Episode #1119: Ford's factory revamp signals a new EV era, GM doubles down on autonomy without the taxi business, and AI takes over lesson plans as teachers lean into technology's potential.Show Notes with links:Ford will invest $2B to transform its Louisville, KY plant into a high-efficiency hub for an affordable, tech-packed electric pickup—aiming to rival low-cost Chinese EVs when it launches in 2027.The new process cuts parts count by 20% with large single-piece aluminum castings.Parallel assembly lines replace traditional conveyors, boosting efficiency by 15%.Lighter, shorter wiring harnesses save weight and simplify assembly.Ergonomic workstations improve build quality while reducing labor strain.“This is a bold and difficult undertaking to compete with the best in the world,” said Doug Field, Ford's Chief EV & Digital Systems Officer.From Cliff Banks on LinkedIn “One tiny fact -- that is big news, in our opinion -- that came out of Ford's second earnings call: Ford reduced the per-vehicle loss on its EVs from $44k to $22k last quarter. Keep that up, and its Model E division will be profitable much faster than expected.”After shutting down its Cruise robotaxi unit, GM is reigniting its autonomous ambitions—this time targeting personal-use driverless cars instead of fleet services.The new program starts with hands-free, eyes-free driving while a human is in the vehicle, progressing toward fully driverless capability.Sterling Anderson, former Tesla Autopilot chief is building a team by hiring new talent and inviting former Cruise employees back.GM is deploying lidar-equipped, human-driven test vehicles to log data and train simulation models that guide development.On GM's Q2 earnings call, CEO Mary Barra named autonomous tech, expanding the domestic supply chain, and battery innovation as “our clear priorities.”Three years after ChatGPT's public debut, many K-12 educators are moving from banning generative AI to using it as a tool for critical thinking, creativity, and tailored instruction.About 60% of teachers now use AI for lesson planning, grading, and parent communication, saving an average of 5.9 hours weekly.Early bans led students to hide AI use; now some districts are forming committees to guide ethical adoption.Teachers also use AI for individualized lessons, translation, accessibility, and real-world project design.Concerns remain about bias, privacy, and over-reliance, but advocates say benefits outweigh risks when guardrails are in place.“Educators are starting to realize that AI isn't going away—and that it's better to teach their students how to use it, rather than leave them to their own devices,” said a Drexel University professor.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 Good Company with Nicolai Tangen
Bonus: Advice to young people

In Good Company with Nicolai Tangen

Play Episode Listen Later Aug 6, 2025 20:00


What's the secret to building a fulfilling career? Nicolai Tangen shares some of the most powerful advice he's gathered from his extraordinary guests on In Good Company over the years. Hear from AMD's Lisa Su on running towards problems, Bill Gates on continuous learning, and NVIDIA's Jensen Huang's contrarian take on passion. You'll also get career wisdom from Mary Barra of General Motors, Goldman Sachs' David Solomon's 'two-thirds rule,' and Ferrari CEO Benedetto Vigna's four-pillar success framework. Plus insights from poker champion Annie Duke, Accenture's Julie Sweet on living without regrets, and legendary investor Stan Druckenmiller's unconventional advice. Wondering what personal advice Nicolai has for you? Don't miss this episode!In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Isabelle Karlsson. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedIn Hosted on Acast. See acast.com/privacy for more information.

Shark Theory
A Small Shift Changes Everything

Shark Theory

Play Episode Listen Later Aug 5, 2025 6:17


In this episode of Shark Theory, Baylor Barbee shares a simple but powerful truth: sometimes your life isn't actually “off”—your lens is. From crooked book frames to the story of GM CEO Mary Barra simplifying a 10-page dress code into two words, Baylor explores how small shifts in perception and action can completely change your trajectory. Whether you feel far from your goals or stuck in the same routine, this episode will help you discover how just a one-degree adjustment can transform your relationships, career, health, and mindset. Key Takeaways: Your Lens May Be Crooked: Sometimes it's not your life that's off—it's how you're looking at it. One Degree Changes Everything: Over time, small adjustments compound into massive results. Simplify for Impact: Big change often comes from small, intentional shifts—like turning a 10-page rulebook into “dress appropriately.” Stop Floating with the Current: If you don't intentionally set your direction, life's current will take you somewhere you don't want to be. Gratitude Adjusts Perspective: Realize how much you already have, and you'll see opportunities more clearly. Notable Quotes: “What if it's not your life that's off—what if it's just your lens?” “One small degree can change your destination entirely.” “The only fish that float downstream are the ones that are already dead.” “If you can't change everything, change one thing—and let it compound.”

Breakfast Leadership
Elevating Women in Trading and Leadership — with Candace Pendleton

Breakfast Leadership

Play Episode Listen Later Aug 4, 2025 39:41


Episode Summary In this powerful conversation, I sat down with Candace Pendleton, a dynamic force in commodities trading and a passionate advocate for financial empowerment—especially for women. We tackled the persistent underrepresentation of women in leadership roles and financial markets, particularly the trading sector. Candace shared her deeply personal mission: helping women break into commodities trading as a path to wealth-building and independence. We explored critical elements of successful trading—pattern recognition, emotional intelligence, and the role of technology—along with the mindset required to win in a traditionally male-dominated field. From discussing the psychology behind trading to reflecting on real-world leadership examples (including Mary Barra's journey at GM), this episode dives into the real skills that make a difference—not only in trading but in life and leadership. Key Takeaways & Next Steps ✅ Candace's 90-Day Trading System: She's developed a results-driven program where students must achieve 70% accuracy before going live—showcasing the power of discipline and data-backed strategy. ✅ Financial Empowerment for Women: Candace continues to make commodities trading accessible to women, demystifying the field and challenging gender norms. ✅ Robo Trading & AI: With her custom robo trader and Quantum AI exploration, Candace is innovating how people approach futures trading—making it smarter and more intuitive. ✅ Michael's Commitment: I'll be diving deeper into commodities markets, exploring how pattern recognition and strategic discipline apply to investing—and sharing those insights with the Breakfast Leadership community. ✅ Reach Out & Learn More: Want to connect with Candace or explore trading for yourself? Visit commoditiesuniversity.com or email her at cp@commoditiesuniversity.com. Topics Covered

Kilowatt: A Podcast about Tesla
GM's Q2 2025 Earnings Call

Kilowatt: A Podcast about Tesla

Play Episode Listen Later Aug 3, 2025 39:08


Episode Summary:In this episode, we analyze General Motors' Q2 2025 earnings call with insights from CEO Mary Barra and CFO Paul Jacobson. We explore GM's leadership in the electric vehicle market, highlighting the success of Chevrolet and Cadillac models and initiatives to enhance EV charging infrastructure. The discussion covers GM's technology strategy, profitability amidst tariffs, and adaptations to market challenges. We also address GM's focus on robotics and automation to improve manufacturing efficiency, showcasing a multifaceted approach to thrive in the evolving automotive landscape.Support the Show:Support KilowattOther Podcasts:Beyond the Post YouTubeBeyond the Post PodcastShuffle Playlist918Digital WebsiteNews Links:GM's Q2 2025 Earnings CallSupport this show http://supporter.acast.com/kilowatt. Hosted on Acast. See acast.com/privacy for more information.

X22 Report
Obama Took The Bait,Trump Is Preparing The People To Accept Arrests,Think Logically,Pain – Ep. 3691

X22 Report

Play Episode Listen Later Jul 23, 2025 97:50


Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger Picture GM is starting to realize that manufacturing out of the US is not going to work, they are now making plans to bring back manufacturing into this country.Trump has cut 25% of the IRS more cuts are coming.Too Late is destroying the housing market.Fake info about Powell resigning, markets didn't flinch. Trump made deal with Japan. Trump is thinking about removing capital gains tax for houses. Trump and the patriots have put out the bait and Obama took it. They tried to spin the story that it was fake. Tulsi then dropped additional information that was declassified showing Obama orchestrated the entire Russian Collusion Hoax. Trump is now preparing the public, he is exposing the entire agenda to the people of the US. The people will see everything is connected and they accept arrests. [DS] players feeling pain every step of the way.   Economy GM Slides 7% After Beating Q2 Earnings Despite $1 Billion Tariff Hit, Warns of Steeper Impact Ahead General Motors reported second-quarter earnings that surpassed analyst expectations, even as the automaker absorbed a $1.1 billion hit from tariffs - but it also warned about a coming steeper impact from tariffs moving into the second half of the year. In her letter to shareholders, CEO Mary Barra emphasized GM's resilience, stating:   To strengthen its domestic manufacturing base and reduce import exposure, GM announced $4 billion in new U.S. factory investments in June. The plan will expand capacity by 300,000 units across key high-margin models — pickups, SUVs, and crossovers — at plants in Michigan, Kansas, and Tennessee. “This will help us satisfy unmet customer demand, greatly reduce our tariff exposure, and capture upside opportunities as we launch new models,” Barra wrote. Currently, GM imports about half the vehicles it sells in the U.S., primarily from Mexico and South Korea. In contrast, rival Ford produces about 80% of its U.S. vehicles domestically. Ford is expected to report second-quarter earnings next week. Meanwhile, Stellantis, which owns Jeep, said tariffs cost it €300 million in the first half of the year and warned that results in the second half of 2025 will be significantly affected. Shares in Stellantis and Ford both fell about 1% on Tuesday morning. Source: zerohedge.com https://twitter.com/ElectionWiz/status/1948028438495088828 (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");  https://twitter.com/Kalshi/status/1947726659366388036 https://twitter.com/KobeissiLetter/status/1947976587879534937 Canada Accepts They're Not Going to Get a Trade Deal Before 35% Tariffs Kick In   Trump is simply waiting for the USMCA timeline to trigger a renegotiation. President Donald Trump is ambivalent to the trade partnership with Canada. This moot-status reality is why there's no substantive engagement. ‘No deal' -until USMCA redo- is a win for President Trump. The United States-Mexico-Canada Agreement (USMCA) is set to expire on July 1, 2036, 16 years after its entry into force on July 1, 2020, unless all three countries agree to extend it for another 16-year term. A joint review is scheduled for July 1, 2026   in July 2026, during the scheduled joint review of the USMCA,

Squawk on the Street
Kohl's Joins the Meme Craze, GM Shares Driven Lower, Road Ahead for Rails 7/22/25

Squawk on the Street

Play Episode Listen Later Jul 22, 2025 43:02


David Faber rejoined Carl Quintanilla and Jim Cramer at Post 9 at the NYSE for today's show to help breakdown another busy day of earnings. One of the biggest movers included General Motors, which moved lower despite topping earnings estimates. CEO Mary Barra said in a letter to shareholders that the automaker is working to ‘greatly reduce' its tariff exposure. The desk also watched shares of Kohl's spike at the open, with the stock jumping as much as 100% in early trading. Also in the hour; Faber broke down all the potential M&A news swirling around the railroad sector.  Squawk on the Street Disclaimer

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
AI Layoff Deception, GM's Earnings Dip & Truck Refresh, California Tech Apprenticeships

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Jul 22, 2025 9:40 Transcription Available


Shoot us a Text.Episode #1101: Today we talk about how AI is quietly reshaping the workforce under the guise of “restructuring.” GM reports a profit dip but revs up electrified truck updates to meet shifting demands. Finally, California launches an innovative apprenticeship program to tackle the auto tech shortage head-on.GM's Q2 net income fell 35%, hit by $1.1 billion in tariffs, but the company holds firm on full-year profit goals. CEO Mary Barra highlights strategic moves to align with consumer demand. Meanwhile, GMC is updating its trucks and SUVs with plug-in hybrids arriving in 2027 and EV redesigns planned.Q2 revenue dropped 1.8% to $47.1 billion; North American pretax profit down 46%.Tariffs expected to cut profits by $4-$5 billion this year.GMC's Sierra and Yukon will add plug-in hybrids in 2027, with EV Sierra redesign in 2028.Hummer EV and other models due for updates through 2029.Barra: “We'll emerge from this transition stronger and more profitable than before.”California dealers are tackling the nationwide shortage of skilled auto techs with a new apprenticeship program. The initiative lets aspiring technicians learn on the job without upfront costs, offering wages, tools, and a U.S. Department of Labor certification after two years.CNCDA reports 400,000 tech job openings nationwide; California alone needs 5,000 more.The shift to EVs and retiring experienced techs are worsening the shortage.Apprenticeship pays a fair wage, requires no tuition, and includes e-learning tools.Open to anyone, especially those 18-30 without college degrees, aiming to avoid student debt.“This program offers a practical path to a lucrative career without the burden of traditional schooling,” said CNCDA representatives.While companies rarely admit it publicly, AI technology is increasingly driving workforce reductions disguised as restructuring or optimization. Early layoffs have targeted 1099 freelancers, especially in content and creative roles, HR, and Customer Service as firms cautiously phase in AI tools before affecting full-time employees.IBM and Klarna have been among the few transparent about AI replacing some jobs despite overall growth.Companies often use euphemisms like “restructuring,” “reorganization,” “optimization,” and “business efficiency” to mask AI-driven job cuts and avoid backlash.When AI falls short, companies often outsource work globally instead of rehiring domestically.“AI might automate 70% to 90% of a process, but the last mile still needs the human touch, especiallJoin 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/

Se Habla Español
Episodio 243 Extra: La brecha de género - Episodio exclusivo para mecenas

Se Habla Español

Play Episode Listen Later Jun 15, 2025 15:15


Agradece a este podcast tantas horas de entretenimiento y disfruta de episodios exclusivos como éste. ¡Apóyale en iVoox! Episodio exclusivo para suscriptores de Se Habla Español en Apple Podcasts, Spotify, iVoox y Patreon: Spotify: https://open.spotify.com/show/2E2vhVqLNtiO2TyOjfK987 Patreon: https://www.patreon.com/sehablaespanol Buy me a coffee: https://www.buymeacoffee.com/sehablaespanol/w/6450 Donaciones: https://paypal.me/sehablaespanol Contacto: sehablaespanolpodcast@gmail.com Facebook: www.facebook.com/sehablaespanolpodcast Twitter: @espanolpodcast Hola de nuevo. Como te decía al final del episodio 243, en este contenido extra vamos a hablar de un tema relacionado con la entrevista a Blanca Treviño: la presencia de mujeres en los puestos de dirección de las grandes empresas. ¿Qué porcentaje ocupan? ¿Qué obstáculos enfrentan? ¿Está cambiando esta realidad? Vamos a explicarlo con un lenguaje sencillo y vamos aprender nuevo vocabulario, que es lo importante. ¿Qué dicen los datos? Los números nos muestran que, aunque ha habido avances, las mujeres todavía son una minoría en los cargos de mayor poder o de mayor responsabilidad en el mundo empresarial. Por ejemplo: En 2024, solo el 10,4% de las empresas de la lista Fortune 500 eran dirigidas por mujeres. En América Latina, solo el 4% de los puestos de CEO están ocupados por mujeres. En España, las mujeres ocupan el 6% de los puestos de CEO en empresas, un poco mejor que en América Latina, pero todavía con un porcentaje muy bajo. Para expresarlo de una manera más gráfica, podemos decir que por cada 10 CEOs, aproximadamente 9 son hombres y solo 1 es mujer. Vocabulario clave Vamos a repasar algunas palabras útiles: Puesto de liderazgo → cargo con responsabilidad y poder, como directora general o presidenta. Techo de cristal → barrera invisible que impide a muchas mujeres ascender a los niveles más altos, aunque tengan la preparación necesaria para ocupar esos puestos. Brecha de género → diferencia entre hombres y mujeres en cuanto a salarios, oportunidades o poder. Red de contactos → grupo de personas con las que uno puede colaborar profesionalmente. ¿Por qué ocurre esto? Muchas veces se piensa que las mujeres no llegan a lo más alto porque no están preparadas. Pero eso no es cierto. Algunos especialistas en la materia consideran que el problema es que existen obstáculos estructurales: las mujeres reciben menos oportunidades, tienen menos acceso a redes profesionales, y a menudo enfrentan expectativas sociales que les exigen equilibrar la vida profesional con el cuidado familiar. Por otra parte, esos mismos expertos piensan que los modelos de liderazgo están todavía muy marcados por características tradicionalmente masculinas: agresividad, competencia, decisión rápida. Pero liderar también puede significar escuchar, colaborar y cuidar. Esas habilidades, que muchas mujeres poseen, están empezando a valorarse más hoy en día. Y también hay hombres que tienen esas cualidades. ¿Está cambiando la situación? Sí, poco a poco. Cada vez más mujeres estudian carreras relacionadas con la tecnología, la economía o la gestión empresarial. Y muchas empresas están apostando por una mayor diversidad en sus equipos directivos. También hay políticas que ayudan, como: Mentorías para mujeres jóvenes. Programas de liderazgo femenino. Cuotas de género en consejos de administración, como ocurre en Francia, España o Noruega. Está claro que el cambio no será inmediato, pero está ocurriendo. Muchas empresas se están dando cuenta de que tener mujeres en posiciones de liderazgo no solo es justo, sino que también mejora los resultados. ¿Por qué? Pues porque la diversidad genera más ideas, más creatividad y más soluciones. Ejemplos de mujeres líderes Ya conoces a Blanca Treviño, una de las mujeres más influyentes en el mundo de la tecnología en América Latina. Pero hay más nombres importantes: Mary Barra, CEO de General Motors. Ana Botín, presidenta del Banco Santander. Jane Fraser: Primera mujer en dirigir uno de los grandes bancos estadounidenses, Citi. Ginni Rometty: Ex CEO de IBM, siendo la primera mujer en liderar la compañía en sus 108 años de historia. Estas mujeres están cambiando el panorama empresarial poco a poco. Y no podemos olvidar a las mujeres que tienen cargos de alta responsabilidad política, como la presidenta de la Comisión Europea, Ursula von der Leyen, la presidenta del Banco Central Europeo, Christine Lagarde, o la Presidenta del Banco Europeo de Inversiones, Nadia Calviño. Eso sí, en España todavía no hemos tenido ninguna presidenta del país, han sido todos presidentes. Pero bueno, como hemos visto con datos reales, el mundo empresarial todavía tiene un gran desequilibrio entre hombres y mujeres, aunque hay señales positivas de cambio. Para cambiar esta realidad es importante: Crear oportunidades reales. Valorar otros estilos de liderazgo. Apoyar a las nuevas generaciones. En cuanto a cargos de responsabilidad intermedia, la verdad es que, en mi experiencia personal, creo que he tenido más jefas que jefes. No sé si sucederá lo mismo en otros ámbitos profesionales, pero es lo que yo he vivido hasta ahora. Sin ir más lejos, actualmente, mi jefa directa es una mujer, y la persona que está por encima de ella también es una mujer. Bueno, espero que este contenido extra te haya gustado. La próxima semana tendrás más, como siempre. Yo me despido deseándote lo mejor en tu carrera profesional, seas hombre o mujer, y por supuesto, dándote las gracias por todo tu apoyo. Por mi parte, ha sido un enorme placer acompañarte un día más. Cuídate mucho. Adiós. Escucha este episodio completo y accede a todo el contenido exclusivo de Se Habla Español. Descubre antes que nadie los nuevos episodios, y participa en la comunidad exclusiva de oyentes en https://go.ivoox.com/sq/171214

WSJ Tech News Briefing
Are EVs the Future of GM?

WSJ Tech News Briefing

Play Episode Listen Later Jun 3, 2025 14:14


The CEO of General Motors says the automaker remains committed to an all-electric-vehicle future. That's despite the company lobbying Congress to repeal California's emissions rules and backpedaling on plans to build out an EV motor plant. Mary Barra spoke at the WSJ's Future of Everything event last week. Plus, even non-coders can make apps thanks to generative artificial intelligence tools. We'll tell you more about “vibe coding” with writer Jasmine Sun. Julie Chang hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

WSJ Tech News Briefing
TNB Tech Minute: Nvidia's Business Is Booming Despite Tariffs

WSJ Tech News Briefing

Play Episode Listen Later May 28, 2025 2:34


Plus: GM's CEO Mary Barra still sees an all-EV future. And Telegram looks to raise $1.5 million in a new bond offering. Victoria Craig hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

ev tariffs nvidia booming mary barra victoria craig tech minute
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Meet Stellantis' New CEO, GM Bets Big On V8s, BitCoin to the Future

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later May 28, 2025 15:19


Shoot us a Text.Episode #1055: Today we cover Stellantis' new CEO facing a storm of tariffs and dealer tensions, GM's surprising pivot back to big V-8s, and DeLorean's futuristic EV launch… that's more crypto maze than car.Show Notes with links:After a six-month search, Stellantis has named Antonio Filosa as its new CEO. With more than 25 years in the industry and leadership experience across Brazil, North America, and global roles, Filosa is stepping in as the company faces pressure on multiple fronts.Filosa starts as CEO on June 23, replacing Carlos Tavares after his December resignation.Currently COO for the Americas and global chief quality officer, he's credited with restoring confidence internally.Challenges include reversing a 10% Q1 shipment drop, regaining dealer trust, and addressing a potential $7.1B hit from Trump's proposed 25% tariffs.Filosa has reinstalled key leadership—bringing back Ram's Tim Kuniskis and U.S. sales head Jeff Kommor—to stabilize operations.“One of my first decisions has been to bring back talents that we lost in the past,” Filosa told reporters in January.The EV slowdown has prompted General Motors to double down on internal combustion, shelving a $300 million plan for EV motors at its Tonawanda, NY plant and instead committing a massive $888 million to next-gen V-8 engine production.The site will continue producing Gen 5 V-8s while ramping up for Gen 6 engines by 2027.New engines will feature performance-boosting and emission-cutting innovations.Investment includes machinery, tooling, and facility upgrades—the largest ever for a GM engine plant.New York Governor Kathy Hochul said the project will support 870 jobs at Tonawanda Propulsion, including 177 jobs deemed at risk“This investment shows the company's commitment to strengthening American manufacturing,” said CEO Mary Barra.The DeLorean Alpha5 EV promised a high-tech return to the future, but it's now stuck in development limbo, with no production timeline or pricing—and buyers are being asked to reserve with cryptocurrency and NFTs.Reservations require $2,500 in USDC crypto via a specialized Slush Wallet and purchase of an NFT.No refunds are offered—buyers can resell their spot in line to recoup funds.Fewer than 600 reservations have been made, with some resale spots priced up to $40,000.The Alpha5, if it arrives, will offer 300+ miles of range and sub-3-second 0-60 performance.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/

Squawk Pod
GM CEO Mary Barra & NEC Director Kevin Hassett on China Trade 5/1/25

Squawk Pod

Play Episode Listen Later May 1, 2025 41:43


China has acknowledged that the Trump administration has reached out to negotiate tariffs, potentially signalling openness to a deal. CNBC's Eunice Yoon in Beijing discusses the latest developments, and warns that Chinese people and businesses believe they can weather a trade war storm. On the White House North Lawn, National Economic Council Director Kevin Hassett discusses the state of the U.S.-China trade negotiations along with President Trump's tariff policy. CNBC's Phil LeBeau and General Motors chair and CEO Mary Barra discuss the company's new 2025 guidance, the impact of President Trump's auto tariffs and bringing auto manufacturing back to the U.S. Plus, Tesla has denied a Wall Street Journal report that its board was searching for a replacement for chief executive Elon Musk.In this episode:Kevin Hassett - 18:05Mary Barra - 34:45 In this episode:Eunice Yoon, @onlyyoontvMary Barra, @mtbarraJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY

David Novak Leadership Podcast
3 More Questions (Mary Barra) with David Novak and Koula Callahan

David Novak Leadership Podcast

Play Episode Listen Later Apr 14, 2025 8:59


On this episode of 3 More Questions, you'll hear David Novak's answers to: What advice do you have for leaders looking to successfully integrate younger talent with a long-standing legacy workforce? How do you rally an organization to move faster—without pushing people to the point of burnout? What does it take to effectively balance the short-term demands with the long-term vision when leading a business? ——— GO DEEPER Scale up your leadership skills in 2 minutes a day with the How Leaders Lead app — Download today in the App Store Get coaching from David by signing up to receive his Weekly Leadership Plan. It builds on each podcast episode by offering actionable steps you can take each week to incorporate the learnings from the episode into your leadership style. It only takes about 5 minutes and is a great way to start off your week! Subscribe to the How Leaders Lead podcast to ensure you never miss an episode!

David Novak Leadership Podcast
#234: Mary Barra, Chair and CEO of General Motors – Seek the truth

David Novak Leadership Podcast

Play Episode Listen Later Apr 10, 2025 50:36


Ever made a decision based on limited info, internal spin, or wishful thinking? You're not alone—but there's a better way. In this episode, David sits down with General Motors Chair and CEO, Mary Barra. She shares how a relentless commitment to the truth leads to better decisions, stronger teams, and a culture built on trust. If you want to lead with more clarity and less guesswork, don't miss this conversation. You'll also learn: How a crisis shapes your culture The #1 thing you need to do to make sure your people feel valued A strategy to make big problems way more manageable  What “ambidextrous leadership” is – and why it's crucial to your success Take your learning further. Get proven leadership advice from these (free!) resources: The How Leaders Lead App: A vast library of 90-second leadership lessons to stay sharp on the go  Daily Insight Emails: One small (but powerful!) leadership principle to focus on each day Whichever you choose, you can be sure you'll get the trusted leadership advice you need to advance your career, develop your team, and grow your business. Connect with David: Keep Up with David on LinkedIn Follow David on Twitter The How Leaders Lead Instagram View insightful clips on TikTok Watch full interviews on YouTube Get the USA Today Bestselling Book "How Leaders Learn"

This Week in Tech (Audio)
TWiT 1010: The Densest State in the US - TikTok Ban, Drones Over Jersey, GM Quits Robotaxis

This Week in Tech (Audio)

Play Episode Listen Later Dec 16, 2024 178:22


So You Want to Solve the NJ Drone Mystery? Our Expert Has Some Ideas Infowars Sale to The Onion Rejected by Federal Bankruptcy Judge Federal appeals court declines to temporarily block ban on TikTok, teeing up showdown at SCOTUS over controversial law WordPress parent company must stop blocking WP Engine, judge rules Crypto's Legacy Is Finally Clear Tech Industry and CEOs Curry Favor With Trump Ahead of His Inauguration AI Is Detecting More Breast Cancer Cases, Study Suggests Huge randomized trial of AI boosts discovery — at least for good scientists GM Calls It Quits on Mary Barra's $50 Billion Robotaxi Dream You Can Buy a Car on Amazon Now Host: Leo Laporte Guests: Cathy Gellis, Mike Elgan, and Emily Forlini Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: mintmobile.com/twit shopify.com/twit