Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Episode #206 - Trade War, Tesla Juniper Sales, Porsche China Needs a Hug
April 14, 2025, 8:41 p.m.
Episode #205 - Tariffs, Tariffs, Tariffs, March Sales, eVTOL Takes Off in China
April 8, 2025, 8:41 p.m.
Episode #204 - Bring Your Dollars – BYD, Tariffs, and the Global EV Shakeup
March 31, 2025, 8:40 p.m.
Episode #203 - BYD's Faster than Filling Up, NIO Keeping On
March 25, 2025, 8:41 p.m.
Episode #201 - Feb Sales, The EMPIRE(S) Strikes BACK, MX & CA Tariffs start TODAY - JK!
March 17, 2025, 8:41 p.m.
Episode #202 - What Juniper Is Up Against, Tariffs Loom for Large Legacy Auto, Pony AI Dialing Up Robotaxis
Episode #200 - Reflections on 200 Episodes, Xiaomi SU7 Ultra
March 3, 2025, 8:41 p.m.
Episode #199 - Renault Up, Merc Down, The Porsche (Management) Shuffle, The Year of AVs (according to Robin Li)
CEM MAX #20 - ClearMotion CEO, Christian Steinmann
Feb. 28, 2025, 8:41 p.m.
Episode #198 - BYD Does it Again, Understanding China's SOEs, 2025's Bumpy Roads
Feb. 18, 2025, 8:41 p.m.
Episode #197 - Year #3 of the Price War, Evolving Legacy Auto Strategies, Battery Swapping Standards in 2025?
Feb. 11, 2025, 8:41 p.m.
Episode #195 - Tariffs Loom, Tesla Juniper Ambush, FSD Approval in China
Feb. 3, 2025, 8:41 p.m.
Episode #196 - Lunar New Year, Tesla’s Autonomy Push, and Global Auto Trends
Episode #194 - 2024 Summarized in Numbers, Tesla Model Y Juniper is here, CES Highlights
Jan. 24, 2025, 8:41 p.m.
Episode #193 - End of the Biden Era, Tesla's China Strategy, Tu's Detroit Auto Show Experience
Episode #192 - NIO Day, DeepDive on Battery Swapping, CES Preview
Episode #191 - Jiyue Blows Up, China EV Reset, NIO's Ambitious 2025 and Beyond
Jan. 3, 2025, 8:41 p.m.
Episode #190 - Tesla still climbing in the Middle Kingdom, Stellantis & GM's China Funk
Dec. 9, 2024, 8:41 p.m.
Episode #184 - Paris Motor Show Recap Special!
Nov. 27, 2024, 8:41 p.m.
Episode #183 - Unpacking Tesla's We Robot event, Foxconn Seems Serious, No Rest During Golden Week
Episode #182 - September Sales, Global Competition and EU Tariffs
Episode #187 - XPeng's AI Day, Audi Re-brand non Re-brand, What Trump's Win Means
Nov. 13, 2024, 8:41 p.m.
Episode #185 - Lei in China, Tesla Earnings, Tu's Reuter's Conference Experience
Nov. 5, 2024, 8:41 p.m.
Episode #186 - BYD Keeps Smashing Records, Germany Legacy Inc Continue Struggles, Avoiding a Trade War
Nov. 4, 2024, 8:41 p.m.
Episode #181 - China Stimulus, Congrats to BYD, Biden Admin Restrictions
Oct. 25, 2024, 8:41 p.m.