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Podcast: Thoughts on the Market
Episode: 2024 U.S. Autos Outlook: Should Investors Be Concerned?
Description: The auto industry is pivoting from big spending to capital discipline. Our analyst highlights possible areas where investors may find opportunities this year.----- Transcript -----Welcome to Thoughts on the Market. I'm Adam Jonas, Morgan Stanley's Head of the Global Autos and Shared Mobility Team. Today I'll be talking about our U.S. autos outlook for 2024. It's Tuesday, January 2nd at 10 a.m. in New York. Heading into 2024, we remain concerned about the future of the U.S. auto industry, in some ways, even more so t...