Vendor Insights Podcasts
May 12, 2023
#9 Why we still have vehicle shortages, new and used car price predictions, when we’ll get back to normal & that time CDG bought 50 Chevys at auction | Jonathan Smoke, Chief Economist, Cox Automotive
In this episode, I'm speaking with Jonathan Smoke, Chief Economist at Cox Automotive. (00:00) Intro (00:51) Our unique market environment (04:12) Jonathan's background (08:45) The Great Digitization (11:46) That time CDG bought 50 Chevys at auction (13:40) Are we in a K-shaped recovery? (18:45) Domestic vs International supply constraints (26:00) When do we get back to 2019 price levels? (33:45) Forecasting new vs used car prices (38:19) Advising a new car buyer (41:42) Jonathan's tak...
April 28, 2023
#7 EV lifespan secrets, Tesla prices impact on car dealerships, Investment opportunities in the EV space, Bear case for EV adoption | Scott Case, Co-Founder & CEO of Recurrent
In this episode, I'm speaking with Scott Case, co-founder and CEO of Recurrent. (00:00) Intro (00:56) EV battery reports? Recurrent's story (02:37) What happens when your EV's warranty expires (06:15) The truth behind EV battery range (08:52) Scott's take on EV % of market share by 2030 (11:20) How changing Tesla prices are impacting dealerships (16:06) The Recurrent Flywheel (20:45) When does an EV lose most of its value? (24:01) Investment opportunities in the EV space (31:48) Operat...
April 21, 2023
#6 Carvana’s secret sauce, what’s next for auto lenders, pros/cons of credit unions | Chris Coleman, Co-Founder of WithClutch
In this episode, I'm speaking with Chris Coleman, co-founder and Head of Product at WithClutch. (01:10) Chris' background (03:21) Carlypso origin story (07:11) Carvana acquires Carlypso (13:11) Transitioning post-acquisition (18:27) What is Carvana's edge? (24:56) Pros & Cons of working with credit unions (34:42) Founding and growing WithClutch (44:37) Does Carvana survive? (46:37) Conclusion This podcast is for informational purposes only and should not be relied upon as a basis for i...