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David Welch

Detroit bureau chief for Bloomberg, tracking auto sales data and the impact of tariffs on the automotive industry.

Top 10 podcasts with David Welch

Ranked by the Snipd community
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14 snips
Apr 15, 2025 • 43min

Tariff Obsession Bleeds to Mar-a-Lago Membership; EV's in Trump's America

Josh Green, National Correspondent for Bloomberg Businessweek, dives into Trump's persistent tariff obsession and its connections to Mar-a-Lago. David Welch, Detroit Bureau Chief, discusses the challenges General Motors faces in selling EVs while navigating the political landscape of Trump's America. Lastly, Alan Zafran, Founding Partner at IEQ Capital, shares insights on how tariffs influence investor portfolios and highlights the importance of a diversified investment strategy amid economic fluctuations.
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14 snips
Apr 14, 2025 • 15min

America Is Pumping The Brakes On EVs. GM Is Doubling Down.

Bloomberg's Detroit Bureau Chief David Welch, an expert on the car industry and author of 'Charging Ahead', dives into the turbulent landscape of electric vehicles. He discusses GM’s bold commitment to EVs amid political and economic challenges, especially with changing tariffs and consumer sentiment. Welch contrasts GM's strategies against competitors like Tesla and BYD, exploring the implications of pricing pressures and supply chain disruptions. Can GM win over dissatisfied Tesla customers in this shifting market? Tune in to find out!
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8 snips
Apr 2, 2026 • 17min

Tesla’s EV Sales Miss Expectations Again in Deepening Slump

David Welch, Bloomberg Detroit Bureau Chief and auto industry reporter, unpacks Tesla’s weak delivery quarter and waning investor confidence. He explores the broader global EV slowdown, fading incentives, and Tesla’s shift toward robotics and autonomy. He also touches on Stellantis’ early talks with Leapmotor about EV production in Canada.
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Jul 2, 2025 • 16min

The Great Car Buying Bonanza Is (Probably) Over

In this discussion, David Welch, Bloomberg's Detroit bureau chief, shares insights on the shifting landscape of auto sales amid looming tariffs. As buyers surged to dealerships following Trump’s tariff announcement, vehicle sales now face a steep decline. Welch highlights how major players like GM and Tesla are navigating these economic pressures. The future of EV tax credits and the resulting impact on car pricing and availability for consumers are also dissected, providing a fascinating look at the evolving automotive market.
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Oct 22, 2024 • 39min

ASML Chief on China Chips, HSBC Restructuring, GM Earnings

Mandeep Singh, a senior tech industry analyst, discusses ASML's challenges as U.S. restrictions on China intensify. Tomasz Noetzel analyzes HSBC's restructuring efforts amid economic pressures. Jill Castilla sheds light on community banking in Edmond and its vital role in local economies. David Welch explores GM's push towards electric vehicles, noting their rise in U.S. EV sales. Rich Hill examines the commercial real estate market, highlighting ongoing challenges and potential investment opportunities.
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Oct 4, 2024 • 40min

US Hiring Tops All Estimates, Jobless Rate Falls

Joanie Bily, Division President at Employbridge and Chair of the American Staffing Association, shares insights on the September U.S. jobs report, highlighting significant job growth trends. Ben Emons, Chief Investment Officer at FedWatch Advisors, discusses the Federal Reserve's approach to economic data and its implications. Lee Klaskow, Senior Analyst, dives into the recent dockworkers' strike's impact on logistics. David Welch elaborates on the EU's hefty tariffs on Chinese electric vehicles, emphasizing international trade tensions.
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Jun 14, 2024 • 36min

US Consumer Sentiment Falls, Bump Stock Ban Tossed

Joanne Hsu shares consumer sentiment data, Harold Krent discusses bump stock ban, David Welch talks Tesla CEO compensation, and Priya Misra covers market updates. Insights on labor market trends, Supreme Court rulings, stock options controversy, and diversity initiatives in workplaces.
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Mar 1, 2024 • 39min

U.S Earnings, State of EVs and Hotels

Topics include Macy's earnings, the state of the electric vehicle industry, antitrust review for Capital One's bid, Amazon boosting market share, Hyatt Hotels industry status, and Paramount earnings.
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Feb 28, 2024 • 44min

Bloomberg Intelligence: Bitcoin Surges Past $60,000

Bitcoin surges past $60,000 as experts discuss market outlook. Apple's shift away from electric vehicles impacts EV industry. U.S GDP data and politics analyzed. Insights on fixed income space and market trends. Challenges and future predictions for electric vehicle market. Economic factors, investment strategies, and market valuation concerns explored.
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Feb 9, 2024 • 1h 7min

AAH #681 – Peak Auto And The Problems That Presents

Industry analysts Michael Robinet, David Welch, and Tu Le join host John McElroy to discuss the challenges and strategies in the electric vehicle industry, the improvements needed in charging infrastructure, the potential of plug-in hybrid electric vehicles (PHEVs), and the impact of financial decisions on GM and the Chinese automotive market.

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