Tag: Confessions of an Insider
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The Shadow Contagion: Flying Blind (Nov. 2, 2025)
In this gripping episode of “Confessions of an Insider,” we unravel the profound turmoil hidden beneath the surface of the auto finance industry, challenging the misleading narratives spun by the latest ACEA report. As Tesla falters and the NDFI “Shadow Contagion” threatens major banks, we expose the chaotic reality shaping our future.
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The Great Tariff Deception (Oct. 26, 2025)
This episode of Confessions of an Insider unveils the harsh realities behind the latest earnings reports from the auto giants. While Wall Street rejoices, GM obscures its tariff losses, and Ford braces for consumer chaos. The “Great Squeeze” and the “Domino Effect” are no longer mere theories but undeniable truths reshaping Detroit’s landscape.
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The Cockroach Theory (Oct. 19, 2025)
In this gripping episode of Confessions of an Insider, we explore the unsettling depths of the auto industry. Inspired by JPMorgan’s CEO’s dire warning, we unveil the hidden crises linked to major bankruptcies, shadow banking, and the ominous “Cockroach Theory.” This intense investigation reveals a deeper, troubling financial reality.
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Inside the Machine: Manheim (Oct. 12, 2025)
In this gripping episode of Confessions of an Insider, we embark on a groundbreaking mission into the wholesale auto market. Delving into the latest MUVVI data and an eye-opening interview with Cox Automotive’s Chief Economist, Jonathan Smoke, we unveil alarming trends and the hidden forces shaping used car prices in America.
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The Rug Pull (Oct. 5, 2025)
In the gripping second episode of “Confessions of an Insider,” we unveil “The Rug Pull” theme, exposing the unsettling truths in the auto industry. From GM executives’ alarming stock sell-off to Warren Buffett’s BYD exit and deceptive dealer pricing tactics, we reveal the shocking disconnect between illusion and reality. Tune in for profound insights!
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