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

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

September 11
19 mins

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Episode Description

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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