In episode 2 of the Analyst series, we speak with Itay Michaeli, who leads Autos coverage at Citi. Itay has covered autos since just before the ‘08 crash, and emerged from that period making early and correct calls on, among other things, the strong rebound of trucks & SUVs which of course are today the most important profit drivers for American OEMs. We covered everything from how to use - and not use - consumer sentiment & purchase activity to forecast trends, to the impact that COVID will have on long term US car ownership rates.
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