Sept. 11, 2025 | Hyundai-LG workers head back to South Korea; TD Cowen’s Itay Michaeli

11/09/2025 19 min
Sept. 11, 2025 | Hyundai-LG workers head back to South Korea; TD Cowen’s Itay Michaeli

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Episode Synopsis

Hyundai and LG workers are traveling back to South Korea despite an overture from President Trump to stay. Analysts say Tesla drivers are defecting to legacy brands in big numbers. Plus, TD Cowen’s Itay Michaeli talks about how well the auto industry is adapting to tariffs.

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