WardsAuto Podcast: Sorting Out the Chaos With Guggenheim Securities’ John Casesa
Automakers are retrenching EV investments and China-based business, impacting valuations and suppliers. WardsAuto discusses the issues with Guggenheim Securities’ John Casesa, one of the leading industry analysts of the past three decades.
August 26, 2024
We’re not sure what the new normal is in the auto industry, except every automaker and supplier is trying to be more agile to deal with electric-vehicle investments and China investments, along with a looming war in the Middle East and a U.S. election, both of which could be extremely disruptive depending on the outcome.
Guggenheim Securities’ John Casesa has been following the auto industry as a leading analyst and investment advisor for more than three decades. And when Casesa speaks, investors listen. He gives WardsAuto his take on the issues of the day,
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