The Potential Impact of Trump's Tariff's in the Auto Industry

In today's Saturday deep dive, Steve and I unpack the five critical trends reshaping the industry's trajectory: • 25% tariffs threatening decades of North American integration • Hybrid vehicles staging a remarkable comeback (+23% this year) • Supply chain resilience becoming a strategic imperative • Geopolitical realignment creating distinct automotive "spheres of influence" • Four strategic adaptations defining winners and losers Featuring insights from Carlos Tavares (Stellantis), Akio Toyoda (Toyota), and Jonathan Smoke (Cox Automotive) on what these seismic shifts mean for manufacturers, consumers, and investors. Listen now to understand how the automotive landscape emerging from 2025 will bear little resemblance to what came before. 🎧 What's your take? Will hybrid vehicles continue gaining market share, or will pure EVs regain momentum?