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 take on EVs
(47:38) DJ Smoke's recommended listening
You can find Jonathan here:
Twitter: https://twitter.com/SmokeonCars
Smoke on Cars section of Cox's website: https://www.coxautoinc.com/economic_insights_category/smoke-on-cars/
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This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.