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Speaker 1: Bloomberg Audio Studios, podcasts, radio news. I'm Matt Miller and

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Speaker 1: I'm Hannah Elliott and this is Hot Pursuit.

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Speaker 2: How are you.

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Speaker 1: I'm so good. I'm in San Francisco, so fear new. Yeah,

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Speaker 1: it's actually really nice here. I'm staying at the Saint Regis,

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Speaker 1: a very nice hotel. Very This morning I went running

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Speaker 1: down Mission to the water and ran under the sort

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Speaker 1: of under the bridge and saw the cool old piers

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Speaker 1: and actually ran by one of Bloomberg's offices, which was

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Speaker 1: also very cool. Didn't go inside, but ran past it.

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Speaker 2: Right past that office. They have one of my favorite

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Speaker 2: ice cream shops in the country.

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Speaker 1: What's it called your remember it's.

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Speaker 2: Called Humphrey and Slocum. Okay, So if you get a

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Speaker 2: chance before you leave, I recommend you go there.

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Speaker 1: Let me just maybe that'll be my lunch. My lunch

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Speaker 1: an ice cream cone launch.

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Speaker 2: Actually, since you went for a run, I feel like

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Speaker 2: you deserve it. Humphrey Slocum ice cream. They have a

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Speaker 2: flavor of ice cream called Secret Breakfast, which is which

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Speaker 2: is bourbon and corn flakes.

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Speaker 1: Amazing. That is well within my wheelhouse. Ye actually my drink,

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Speaker 1: Oh love it? Okay, I do you know San Francisco

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Speaker 1: very well? I actually don't know it very well.

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Speaker 2: No, So I mean I've been there a few times

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Speaker 2: and I absolutely loved it every time I went there. Yeah,

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Speaker 2: but that was all before the pandemic.

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Speaker 1: Yes, I came once sort of right after the pandemic,

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Speaker 1: and it was cold and rainy and it was really

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Speaker 1: really sort of messy. But I'm here for this Escalade

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Speaker 1: IQ drive, which is under embargo until next week, so

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Speaker 1: I can't tell you how it drives. But I drove

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Speaker 1: that yesterday down to almost a half Moon Bay and

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Speaker 1: it's gorgeous. It's sunny, it's there's been no rain, and

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Speaker 1: like I said, they really cleaned up the streets, so

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Speaker 1: it's nice. Last night we went to Dolby's World headquarters. Matt,

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Speaker 1: you would be so into this, and I actually want

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Speaker 1: to have these guys come on the podcast. But I

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Speaker 1: did not realize that Dolby was started in San Francisco

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Speaker 1: and the Optic, which is Cadillacs sort of mid size sub,

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Speaker 1: is going to come with Dolby atmost Sound. And so

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Speaker 1: we got an evening of demonstrations in these incredible studios

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Speaker 1: at Dolby headquarters, and I kind of I met. I

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Speaker 1: was really rolling my eyes when we first went in, like,

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Speaker 1: you know, I'm here to talk about the car at

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Speaker 1: some sound system. But by the end of the night

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Speaker 1: time I know, we sat in a studio session with

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Speaker 1: the producer who mixed Kendrick's Super Bowl period and has

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Speaker 1: done a bunch of things with like Sizza. He remastered

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Speaker 1: Bob Marley's recording.

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Speaker 2: Ah, there's a name I recognize.

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Speaker 1: Yeah, an incredible person, and he kind of showed us

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Speaker 1: how it worked. And then I sat with the head

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Speaker 1: of business for Dolby in this optic and we listened

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Speaker 1: to Chaka Khan and Tiesto and The Weekend, And honestly,

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Speaker 1: by the end, I was like, wow, I had my

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Speaker 1: attitude completely flipped. It was actually very cool.

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Speaker 2: That is cool. So I think a good sound system

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Speaker 2: is so important, at least for me, right because there

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Speaker 2: you do. I love to listen to music when I drive.

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Speaker 2: It's part of the experience a lot of the time.

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Speaker 2: I know some people say I only listened to the

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Speaker 2: motor you know, but.

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Speaker 1: You know I talked about that. I actually I brought

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Speaker 1: that up with Tim who's the head of business, and

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Speaker 1: I said, you know, a lot of the people that

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Speaker 1: the guys that I hang out with, you know, there's

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Speaker 1: definitely a strong contingent who believed that you should only

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Speaker 1: listen to the motor in a car. And he had

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Speaker 1: never heard about that, but he had had He was shocked.

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Speaker 1: I mean, as someone for him, one of the joys

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Speaker 1: of driving is listening to music, and he had actually

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Speaker 1: literally never heard that there would be a type of

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Speaker 1: person who believed you should only listen to the motor

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Speaker 1: of a vehicle. And he did think that was a

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Speaker 1: little bit nuts. It was really it was really fascinating,

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Speaker 1: and you know, the to finish that point, he did say, look,

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Speaker 1: cars are actually a really big growth segment for sound

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Speaker 1: because for so long, sound and in cars has been

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Speaker 1: an afterthought, like you talk about all the time.

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Speaker 2: That, yeah, it bothers me, especially on you know, high

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Speaker 2: end vehicles like the Escalade. I drove a couple cars

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Speaker 2: this last week that had amazing sound systems. Actually, but look,

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Speaker 2: if I'm going to spend six figures on a car,

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Speaker 2: I want it to have a really good sound system.

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Speaker 2: Because the manufacturer only has to spend I don't know,

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Speaker 2: two grand to put in a decent sound system, three

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Speaker 2: grand and if I need to do it after market,

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Speaker 2: it's going to cost me ten.

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Speaker 1: I know, I know, and plus just the inconvenience of

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Speaker 1: having to deal with that and be without your car

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Speaker 1: for a while too. I mean time again, like for

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Speaker 1: people who are buying six figure vehicles, maybe it's not

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Speaker 1: even the money issue, it's the time issue. And it

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Speaker 1: really kind of put like kills the buzz when you

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Speaker 1: get a new car and you instantly want to send

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Speaker 1: it away to like get a decent sound.

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Speaker 2: So wait, you can't talk about the Escalade IQ yet.

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Speaker 1: I can't talk about driving it, but I can.

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Speaker 2: Talk about it. Can you talk about the stereo?

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Speaker 1: Yeah? Well, so here's the problem. And I need to

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Speaker 1: really pinpoint this with Cadillac. And I didn't have a

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Speaker 1: chance last night because I was too gaga over the speakers.

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Speaker 1: But the Escalade is not going to be offering Dolby

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Speaker 1: atmost until next year. The Optic have Dolby atmost standard,

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Speaker 1: this is the new optic coming out, but the Escalade

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Speaker 1: will not, even though they are currently selling the Escalate

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Speaker 1: IQ right now. And I'm I'm ashamed to say that

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Speaker 1: My first question was not why aren't you offering it now?

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Speaker 1: I was I was too distracted. But that is the question.

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Speaker 1: Why are they not offering that now in their premiere

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Speaker 1: premium you know, big big. I'll find out and get

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Speaker 1: back to you, because it would seem completely natural. You'd

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Speaker 1: want your best thing in the best car, in the

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Speaker 1: top of the line.

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Speaker 2: Yeah, I mean so many vehicles like so, I configure

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Speaker 2: Chevy vehicles all the time. Lately, I've been building Sierra

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Speaker 2: HD pickup trucks, and a lot of times they only

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Speaker 2: offer the good stereo system, which is only marginally better

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Speaker 2: than the medium stereo system in the higher spec trims. So,

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Speaker 2: for instance, I noticed I was building a pickup truck

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Speaker 2: and I was picking the trim that cost twenty thousand

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Speaker 2: dollars more because I wanted the you know, five hundred

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Speaker 2: dollars better stereo system. I think they really can make

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Speaker 2: a lot of money up selling people with that trick,

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Speaker 2: and they should obviously do that with the Escalade.

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Speaker 1: IQ come absolutely, I mean, gosh, it makes total sense.

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Speaker 1: I will say I did have a demonstration, like I

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Speaker 1: said in the in the optic, and it sounds like

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Speaker 1: it makes at most is a thing and maybe you

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Speaker 1: know this where basically it's a third dimension to listening

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Speaker 1: where stereo you sort of have right and left. Of course,

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Speaker 1: we started with mono sound and then we went to

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Speaker 1: stereo with you know, right and left input in your ears.

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Speaker 1: And now at Most basically takes that three D and

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Speaker 1: it gives the music the ability to be moving around you.

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Speaker 1: Maybe you knew that.

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Speaker 2: To do that, right, It's.

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Speaker 1: It's surround sound is still static. It's not actively moving

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Speaker 1: the sound around you in the same way that Atmost is.

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Speaker 1: At Most is a completely dynamic sound experience, so that

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Speaker 1: when you are listening to something, you know, they could

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Speaker 1: have the background singers sound like they're behind you and

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Speaker 1: then move that sound in front of you in a

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Speaker 1: way that surround sound can't replicate. So it's it's more like,

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Speaker 1: you know, if you're listening to sound and it's muted colors.

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Speaker 1: This is just this just makes everything seem more vibrant,

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Speaker 1: more alive, more dimensional. And that sounds a little woo woo,

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Speaker 1: but really you can hear the difference. Everything just sounds

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Speaker 1: more present, more real. It's you know, we listened to

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Speaker 1: some prints and you could hear him breathing in You

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Speaker 1: could hear like I was hearing rasps in his voice.

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Speaker 1: That I don't hear when I just listen on my headphones.

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Speaker 2: Interesting, so they already do. I'm looking at the website.

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Speaker 2: By the way, I love the look of the Escalade IQ,

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Speaker 2: And I think I told you when I was riding

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Speaker 2: with these Harley guys in Austin. I saw one drive

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Speaker 2: by and for me it was like super exciting, but

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Speaker 2: no one else really got it.

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Speaker 1: You told me that, and that was really cool.

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Speaker 2: Yeah, So to me it's like a range Rover beater

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Speaker 2: if you I mean. I haven't driven it, so I

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Speaker 2: don't know, but I know I love the other big

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Speaker 2: GM EV trucks. So I'm looking at the configurator. The

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Speaker 2: base model, the Luxury one is one thirty. Then you

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Speaker 2: can step up to the Sport for one thirty five hundred.

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Speaker 2: I guess it's just like you get different looking wheels

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Speaker 2: and maybe blacked out pieces, right, But you have to

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Speaker 2: step up to the Luxury too for one fifty before

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Speaker 2: you get the AKG thirty six speaker upgraded stereo systems.

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Speaker 2: So you see what I mean. They do it with

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Speaker 2: this too. They add twenty grand, and of course there

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Speaker 2: are other differences, but to get the good stereo system

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Speaker 2: you have to jump up, and yes, I usually I'm

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Speaker 2: willing to do that. I'm the sucker that they're looking for,

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Speaker 2: you know.

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Speaker 1: I mean, if you have them, if you can't afford it,

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Speaker 1: I totally agree. I would do it too. I do

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Speaker 1: think it's worth it. And I even think one hundred

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Speaker 1: and fifty grand for that vehicle isn't outrageous having driven it,

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Speaker 1: I so so much.

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Speaker 2: Money if you think about, you know, our history outside

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Speaker 2: of this last few years, that's so much money to

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Speaker 2: pay for. I mean, you could get a GT three

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Speaker 2: for that much, you know, pre pandemic. It's just a

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Speaker 2: big price.

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Speaker 1: To pre pandemic is six years ago now, basically, I know,

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Speaker 1: I know, I mean a GT three now is more

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Speaker 1: expensive than that.

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Speaker 2: Do you think, By the way I was wondering, I

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Speaker 2: feel like there's a certain price point at which and

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Speaker 2: maybe this is it. When you get above it, a

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Speaker 2: higher price is like an additional an additional enticement. So

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Speaker 2: like so like you you're gonna pay more for a

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Speaker 2: bigger motor, You're gonna pay more for a sweet design.

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Speaker 2: You're gonna pay more for like a luxury interior. And

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Speaker 2: at a certain price point, you're gonna pay more for

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Speaker 2: a higher price because the buyer that can will is

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Speaker 2: that does that track to you?

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Speaker 1: Yes, there's a name for this, and I'm forgetting the name.

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Speaker 1: But there was some analyst who who really studied luxury markets,

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Speaker 1: and it's exactly what you're describing.

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Speaker 2: It becomes a feature, not.

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Speaker 1: A bug, exactly once you pass a certain level. There

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Speaker 1: is a type of fire that will question something unless

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Speaker 1: it's priced very high. You know, if they have the

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Speaker 1: option of two, they will always default to the more

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Speaker 1: expensive one, even if it's no better and really no different,

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Speaker 1: simply because it's more expensive. You know that there is

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Speaker 1: a name for it. It's escaping me now, but I

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Speaker 1: think that's exactly right. You know, when we're talking about

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Speaker 1: all of these like modified reimagined cars and restomods that

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Speaker 1: are a million dollars or more now and obviously like

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Speaker 1: Singers one of them, when you think of the TWR,

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Speaker 1: which is starts at under three hundred thousand, it almost

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Speaker 1: makes you think, why isn't that car worth like why

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Speaker 1: doesn't that car cost more? Yes, you know, yes, because

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Speaker 1: you get so used to what you think is the

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Speaker 1: prevailing wisdom about how much one of those cars should cost,

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Speaker 1: it really kind of it plays with reality a little bit.

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Speaker 2: I mean, so I think that's probably true. And we

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Speaker 2: were looking with Barry Ritholts at this Porsche, these backdated Porschas.

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Speaker 2: I can't remember the name of the brand. It was

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Speaker 2: like Abriu or something, and they were only like three

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Speaker 2: point fifty probably on top of the Donor. But it

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Speaker 2: automatically makes you wonder what they're not adding that singer

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Speaker 2: does add, which.

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Speaker 1: Which I think is kind of nothing, like it's actually nothing.

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Speaker 1: There's there's really no probably difference. I don't I don't

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Speaker 1: remember the name of the brand, but you know, so.

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Speaker 2: I was driving over the weekend Lamborghini Urus, and I

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Speaker 2: was thinking about this because I had the good fortune

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Speaker 2: of having two test cars in my driveway. So I

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Speaker 2: had a BMW M eight Competition, which is and it's

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Speaker 2: the grand coupe version, so it's a four door coupe.

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Speaker 2: If you can make that work in your head somehow.

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Speaker 1: World's words don't mean anything exactly.

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Speaker 2: But it was starts at one and then fully loaded.

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Speaker 2: The way they had it in my driveway was one seventy,

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Speaker 2: so that's expensive already. But the Lamborghini, but the Lamborghini

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Speaker 2: starts at like two ninety I think to ninety eight

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Speaker 2: or something, and as as outfitted in my driveway was

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Speaker 2: at three forty five. So it's a it's a huge

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Speaker 2: price increase, you know, and especially because I was driving

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Speaker 2: them both and they're very different, you know. Obviously one

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Speaker 2: is an suv and one is supposed to be a coupe,

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Speaker 2: and I'm sure they appeal to a very different buyer.

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Speaker 2: The Lamborghini is very light and agile. The BMW is

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Speaker 2: like heavy, and but I like it that way.

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Speaker 1: Did you like the Earth because I remember you saying

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Speaker 1: that you you don't really like that?

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Speaker 2: So I loved on its own, I loved it. And

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Speaker 2: this was another thing I was thinking about, like on

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Speaker 2: it on their own. Any of these cars that they

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Speaker 2: give us to drive, for the most part, they're all

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Speaker 2: like six figure luxury vehicles. On their own, by themselves,

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Speaker 2: they're all going to be amazing. So on its own,

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Speaker 2: the Lamborghini was amazing.

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Speaker 1: It's I disagree, but you do, all right.

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Speaker 2: Well, I'm just I'm newer to this than you are, right,

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Speaker 2: So you're you're jaded. I think you're.

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Speaker 1: Jaded stating that for the record, they are not all

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Speaker 1: created equal.

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Speaker 2: But no, I agree that they're not, but I think

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Speaker 2: the difference is so marginal. So in terms of in

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Speaker 2: terms of what you need, they all have it. They

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Speaker 2: all can get you from point A to point B.

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Speaker 2: In terms of what you want, I think there's a

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Speaker 2: very marginal difference. So the Lamborghini, it's obviously super fast.

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Speaker 2: It has the turbo charge V eight from the Cayenne,

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Speaker 2: and it's got hybrid so it's got the electric assist

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Speaker 2: that makes it quick. Its feels very light even in

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Speaker 2: like when you open and close the door, that feels light,

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Speaker 2: which is not a good thing because it doesn't have

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Speaker 2: a solid clunk. You can tell that the door is

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Speaker 2: like made of carbon fiber, which if you're in a

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Speaker 2: performance vehicle you want that. I guess. The steering is

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Speaker 2: very light and agile, and it's the it's gorgeous. The

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Speaker 2: design I love. It looks like some futuristic like Moon Buggy.

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Speaker 1: I love looks.

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Speaker 2: And the interior also is beautiful. It's basically an Audi interior,

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Speaker 2: you know, which is good.

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Speaker 1: Oh, it's a Lamborghini interior.

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Speaker 2: Well they have the center stack from the Audi. Yeah,

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Speaker 2: you know, and but it's amazing. Uh, And you can

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Speaker 2: tell it's expensive three point fifty. I don't know about that.

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Speaker 2: So I do like it a lot, but it's but

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Speaker 2: the but the thing is, it's not special enough to

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Speaker 2: me to be a Lamborghini. It doesn't have its own motor.

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Speaker 1: But here here's my question, and this is I remember

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Speaker 1: when I drove this. I went to Rome and drove it,

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Speaker 1: I think in twenty eighteen when it first came out

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Speaker 1: in its competitive set, not comparing it to a Hurricon

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Speaker 1: or to a Gayardo, or to a Robolto, but within

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Speaker 1: its competitive set of luxury SUVs, this would be my

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Speaker 1: first choice.

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Speaker 3: But you know what I'm saying, Okay, But Hannah, money

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Speaker 3: were no object, okay, Because I was going to say,

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Speaker 3: if I give you a million dollars cash and say

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Speaker 3: go have a nice summer in Europe and buy yourself

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Speaker 3: a car.

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Speaker 2: Would you spend three point fifty on the Lamborghini Urus

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Speaker 2: when you could have the very top of the line

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Speaker 2: Cayenne Turbogt for six fifty or for a two hundred,

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Speaker 2: both of them have six hundred and fifty horse power.

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Speaker 2: Would you? Would you take it? Take it over the

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Speaker 2: you would you'd spend the extra one hundred and fifty thousand.

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Speaker 2: You're buying almost double the cost.

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Speaker 1: You gave me a million dollars to spend, and I

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Speaker 1: need an suv. That's the like to me this, the

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Speaker 1: Earths is tuned even more aggressively. It's rowdier, it's louder,

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Speaker 1: it's more raw, it's got more of an attitude. Plus

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Speaker 1: I do not like the how how the Cayenne looks.

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Speaker 1: The Cayenne is just so rounded to me, I like

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Speaker 1: how the earth is edgy and mean.

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Speaker 2: Yep.

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Speaker 1: And if you told me you need to buy an suv,

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Speaker 1: go out and buy an suv, I would buy that

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Speaker 1: car for sure.

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Speaker 2: Okay, I mean I so, I respect, I respect your opinion,

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Speaker 2: but I would happily take the Cayenne. You can get

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Speaker 2: the Turboe Hybrid coup It's got seven hundred and thirty horsepower,

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Speaker 2: it's the same mechanics as the Lamborghini, and it costs

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Speaker 2: one hundred and sixty.

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Speaker 1: Not it's a Porsche, and there are so those are everywhere.

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Speaker 1: Don't you want to look different? Matt?

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Speaker 2: Yeah, don't you want to say? But I would rather

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Speaker 2: have an extra basically one hundred and ninety grand in

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Speaker 2: my pocket to rent a nice palazzo. You know in

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Speaker 2: Tuscany or something, and by the way, there are if

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Speaker 2: you were just if just you're just telling me, SUV,

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Speaker 2: I would probably take a like a G five hundred

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Speaker 2: or a G sixty three if I wanted to get

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Speaker 2: a little crazy, and even then I'm paying less than

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Speaker 2: two hundred grand.

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Speaker 1: The G would be my second choice.

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Speaker 2: I will say I did love driving the Lamborghini, and

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Speaker 2: I especially there was one thing that kind of cuts

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Speaker 2: both ways. It's kind of bouncy, and the sway bars

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Speaker 2: aren't connected as much as I thought they would be.

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Speaker 2: So it's good in New York urban roads that have

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Speaker 2: a ton of potholes and there's construction everywhere, because it

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Speaker 2: really sucks up the off road bumps amazingly.

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Speaker 1: Well, yes, I remember that in on the Streets of Rome.

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Speaker 1: I thought it was I thought it even when you're

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Speaker 1: in traffic and town, which can be real annoying in

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Speaker 1: some of these cars. I did. I agree, But you're

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Speaker 1: saying I didn't like that when you get Yeah.

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Speaker 2: It's not as flat as like the Aston Martin or

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Speaker 2: the BMW XM, these cars that have active, you know,

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Speaker 2: electronic sway bars that really hold it flat, so it

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Speaker 2: doesn't it's like on the sporty side, it's not quite

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Speaker 2: as much. If I wanted to be able to handle,

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Speaker 2: you know, an urban jungle or even maybe take it

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Speaker 2: off road, would you do that? I guess you could.

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Speaker 2: In an organ I wouldn't either, But.

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Speaker 1: Actually I think I did when I was when I

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Speaker 1: did the test drive. But I wouldn't in my own

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Speaker 1: personal way.

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Speaker 2: I mean, why I don't heard it?

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Speaker 1: Why would you do that?

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Speaker 2: I will also say that if they were the same price,

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Speaker 2: if you said, like, you can have and it's odd

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Speaker 2: comparison because who is cross shopping an M E coop

365
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Speaker 2: and A or as nobody. But if you said you

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Speaker 2: can have either one of these cars, and but the

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Speaker 2: resale value is the same, so you take out the

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Speaker 2: money factor, sure I would take the M eight.

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Speaker 1: And does that mean you're just a car person? Does

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Speaker 1: that mean you're a BMW person?

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Speaker 2: I don't know. I was wondering what it says about me,

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Speaker 2: because I don't want to be necessarily a BMW person.

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Speaker 2: The BMW people who were like honking at me or

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Speaker 2: giving me the thumbs up on the road, they were

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Speaker 2: like hooligans, you know that had like cut off their

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Speaker 2: mufflers and you know, they were the epitomy of what

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Speaker 2: you expect a BMW person to be. And then also like,

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Speaker 2: I don't love the way the M E looks like

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Speaker 2: it looks pretty good, but I don't think it looks great.

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Speaker 2: I don't like BMW's design for the most part.

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Speaker 1: How do you feel about the girl these days? Have

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Speaker 1: we discussed that?

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Speaker 2: I don't even care about it anymore like I did

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Speaker 2: five years ago. But yeah, I like I like some

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Speaker 2: of them. I like the M two, you know, I

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Speaker 2: mean they don't. I don't hate the way they look,

387
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Speaker 2: but I just don't care about the way they look.

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Speaker 2: What I do like is that feeling of heft, like

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Speaker 2: when you're turning a BMW it's got a heavy steering wheel,

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Speaker 2: and critics hate it. Like I read the Car and

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Speaker 2: Driver reviews and they they say, of the sporty sedans

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Speaker 2: that you could buy, they ranked this number nine below

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Speaker 2: like two different Panameras and like a two different Amgs,

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Speaker 2: And of course for number one, they picked the Cadillac

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Speaker 2: CT five V Black Wing.

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Speaker 1: Well, I don't know if I mean, I will say

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Speaker 1: there to me, I don't read their reviews. I read

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Speaker 1: my own reviews.

399
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Speaker 2: You don't driver, No, I google it.

400
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Speaker 1: I did drive them five last weekend in Miami, and

401
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Speaker 1: the steering was incredibly light and nimble.

402
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Speaker 2: Weird. I'm gonna try it, But I was thinking of

403
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Speaker 2: you when I was driving this, because you know, everybody

404
00:22:59,119 --> 00:23:03,200
Speaker 2: bad mouths BMW no matter what it is, M two,

405
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Speaker 2: M five, M A for there you know people. Yeah,

406
00:23:08,040 --> 00:23:10,800
Speaker 2: but BMW kids who are like man, my E ninety

407
00:23:10,800 --> 00:23:15,200
Speaker 2: two weighed so much less than you know. Oh and

408
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Speaker 2: and I don't modern. I don't think that's a bad

409
00:23:18,800 --> 00:23:22,000
Speaker 2: thing because you get in this. And my neighbor Eric,

410
00:23:23,080 --> 00:23:24,840
Speaker 2: you know, who always goes on test drives with me,

411
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Speaker 2: made the point that it's like a cruise missile this MA,

412
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Speaker 2: like you could sit down and do a thousand miles,

413
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Speaker 2: like Alex Roy would be comfortable going across country. And

414
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Speaker 2: in fact, I think he did use once an M

415
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Speaker 2: five standard. Yes, Like I just the car could take

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Speaker 2: anything in terms of a road trip, and that's what

417
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Speaker 2: I want in that kind of car.

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Speaker 1: Yeah.

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Speaker 2: Yeah, I'm surprised that the M five steering was light.

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Speaker 1: I I mean, get in, get in, get in one

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Speaker 1: and fye I. As I said in the review, every

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Speaker 1: body asked the first question was how much does it weigh,

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Speaker 1: and the weight in that car is kind of not

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Speaker 1: the point they've They've done so much to make it

425
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Speaker 1: handle well. I mean, we're not saying anything that BMW

426
00:24:15,880 --> 00:24:19,919
Speaker 1: hasn't heard or doesn't already know, so obviously they're engineering

427
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Speaker 1: cars to counterbalance their weight their hef. I thought it

428
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Speaker 1: was a great car, and I actually even liked the

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Speaker 1: looks were cool to me.

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Speaker 2: We're getting to a point where I think most new

431
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Speaker 2: cars I just don't really like the way they look.

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Speaker 2: And but I guess I don't care because I I

433
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Speaker 2: love also the Cadillac CT five V black Wing, and

434
00:24:49,800 --> 00:24:53,240
Speaker 2: it is ugly. Like I The only reason I wouldn't

435
00:24:53,240 --> 00:24:55,200
Speaker 2: buy it is because I wouldn't want it in my garage.

436
00:24:55,200 --> 00:24:57,840
Speaker 2: I would try and make a way so if I

437
00:24:57,880 --> 00:25:00,600
Speaker 2: got one, and I really do want one, because it

438
00:25:00,600 --> 00:25:02,960
Speaker 2: has a supercharge six point two liters V eight and

439
00:25:03,040 --> 00:25:05,800
Speaker 2: three pedals, but I would make it so that I

440
00:25:05,840 --> 00:25:08,720
Speaker 2: open my garage door and then get in the car

441
00:25:08,800 --> 00:25:11,720
Speaker 2: before I see it, you know, because I don't want

442
00:25:11,720 --> 00:25:12,880
Speaker 2: to see the outside of it. Ever.

443
00:25:13,440 --> 00:25:16,879
Speaker 1: Oh, you're putting a brown bag over its head exactly.

444
00:25:16,920 --> 00:25:22,080
Speaker 1: I mean, yeah, I get it. I know I could

445
00:25:22,119 --> 00:25:24,000
Speaker 1: never drive one of those or own one of those.

446
00:25:24,240 --> 00:25:27,119
Speaker 1: It's just not a modern it doesn't It looks like

447
00:25:27,160 --> 00:25:28,120
Speaker 1: it's from the eighties.

448
00:25:30,280 --> 00:25:34,080
Speaker 2: Yes, it does. I always think of the Cimmarron, you know,

449
00:25:35,320 --> 00:25:37,600
Speaker 2: and that's not that's not a good thing.

450
00:25:38,359 --> 00:25:40,720
Speaker 1: But I mean a lot of good things did come

451
00:25:40,720 --> 00:25:43,440
Speaker 1: from the eighties, but not that. But that.

452
00:25:43,480 --> 00:25:46,840
Speaker 2: Where else can you find a supercharged V eight with

453
00:25:46,920 --> 00:25:50,040
Speaker 2: a stick in a new car? Like you can't and

454
00:25:50,080 --> 00:25:53,440
Speaker 2: it's so comfortable inside, by the way, the uh, I'll

455
00:25:53,480 --> 00:25:57,040
Speaker 2: be interested to drive the M five because I don't

456
00:25:57,080 --> 00:25:59,840
Speaker 2: know why you would want it over an M eight.

457
00:26:00,480 --> 00:26:03,320
Speaker 2: I don't know all the stats. So maybe you know

458
00:26:03,359 --> 00:26:07,360
Speaker 2: it's got boosted horsepower or somehow handles better.

459
00:26:07,400 --> 00:26:12,320
Speaker 1: But then the car, right, uh yeah, the M five

460
00:26:12,400 --> 00:26:15,520
Speaker 1: had seven hundred and seventeen horse power, Like how much

461
00:26:15,520 --> 00:26:19,120
Speaker 1: more do you need? You know? No, you don't, Like

462
00:26:19,400 --> 00:26:20,960
Speaker 1: you're not gonna even if you have it, you're not

463
00:26:20,960 --> 00:26:23,199
Speaker 1: going to be able to use it. Plus it's a

464
00:26:23,440 --> 00:26:27,080
Speaker 1: it is a hybrid, which I know you love. I

465
00:26:27,080 --> 00:26:30,000
Speaker 1: mean to me, it was a great executive style.

466
00:26:30,119 --> 00:26:33,520
Speaker 2: I guess that's not much difference. Yeah, So the MA

467
00:26:33,760 --> 00:26:37,000
Speaker 2: competition has six hundred and seventeen horsepower one hundred less,

468
00:26:37,119 --> 00:26:38,240
Speaker 2: but it's not a hybrid.

469
00:26:39,040 --> 00:26:43,760
Speaker 1: Well, the M five is actually probably a more like

470
00:26:43,800 --> 00:26:46,520
Speaker 1: a more modern advanced car at this point.

471
00:26:46,359 --> 00:26:48,439
Speaker 2: Right, and you can fit more easily to people in

472
00:26:48,480 --> 00:26:53,520
Speaker 2: the back, although in them a grand coupe, I could

473
00:26:53,600 --> 00:26:59,359
Speaker 2: fit my daughter's child seats. So that yeah, it's like

474
00:26:59,760 --> 00:27:02,879
Speaker 2: it's it's got enough room. And it's also like so

475
00:27:03,160 --> 00:27:07,040
Speaker 2: low that you it's fun to like try and make

476
00:27:07,080 --> 00:27:09,439
Speaker 2: it slip around corners. And I have this one on

477
00:27:09,520 --> 00:27:11,040
Speaker 2: summer tires, so I can.

478
00:27:11,280 --> 00:27:15,560
Speaker 1: Oh. I mean, I BMW is doing pretty well. I

479
00:27:15,640 --> 00:27:21,440
Speaker 1: know that, you know, as you know, every autumnmaker suffered

480
00:27:21,520 --> 00:27:24,920
Speaker 1: last year with evs. They just aren't They weren't selling

481
00:27:24,960 --> 00:27:28,359
Speaker 1: as much as everyone thought they were. But BMW outpaced

482
00:27:28,960 --> 00:27:35,600
Speaker 1: OUTI Portie and Mercedes, and some of their EV's actually

483
00:27:35,760 --> 00:27:37,760
Speaker 1: saw an uptick in sales. For instance, I know that

484
00:27:37,880 --> 00:27:42,159
Speaker 1: I four BMW actually saw a double figure uptick. So

485
00:27:42,720 --> 00:27:46,760
Speaker 1: I think we should be watching BMW. Actually, yes, I

486
00:27:46,800 --> 00:27:51,119
Speaker 1: think it's doing something right, which is really good to see.

487
00:27:51,720 --> 00:27:53,879
Speaker 2: I'm just going to look quickly at the market cap.

488
00:27:53,960 --> 00:27:57,080
Speaker 2: I know this isn't really a Stuart show, but I

489
00:27:57,160 --> 00:28:01,520
Speaker 2: noticed today that Folkswagen's market cap was lower than Mercedes,

490
00:28:01,520 --> 00:28:05,240
Speaker 2: which they're having sincere problems. And I know you have

491
00:28:05,280 --> 00:28:09,400
Speaker 2: a story about Porscho, which is obviously traded separately now,

492
00:28:09,400 --> 00:28:16,440
Speaker 2: but it's still so BMW fifty four billion euros. Mercedes

493
00:28:17,400 --> 00:28:22,360
Speaker 2: is trading for fifty eight and a half billion euros,

494
00:28:22,960 --> 00:28:25,840
Speaker 2: but Folkswagen, I think, is right in between that at

495
00:28:26,080 --> 00:28:28,200
Speaker 2: fifty five. By the way, the reason I was looking

496
00:28:28,240 --> 00:28:33,360
Speaker 2: at all these market caps is because Tesla yesterday recording

497
00:28:33,400 --> 00:28:36,200
Speaker 2: US on Tuesday. So on Monday, Tesla was down fifteen percent.

498
00:28:36,760 --> 00:28:40,200
Speaker 2: Year to date, Tesla's down forty five percent from its peak.

499
00:28:40,320 --> 00:28:44,800
Speaker 2: Tesla has lost eight hundred and twenty six billion dollars.

500
00:28:44,880 --> 00:28:59,200
Speaker 2: So Tesla has lost since December more market cap than Toyota, Honda, Nissan, Renault, Mercedes, Folkswagen,

501
00:28:59,440 --> 00:29:07,280
Speaker 2: bmd W, Stilantis, Ford, General motors, Portia, Ferrari, and Aston

502
00:29:07,360 --> 00:29:12,040
Speaker 2: Martin all put together. So basically every automaker you can

503
00:29:12,160 --> 00:29:15,760
Speaker 2: name other than like the Chinese ev makers. Add those

504
00:29:15,840 --> 00:29:18,160
Speaker 2: all up and they still don't have as much market

505
00:29:18,200 --> 00:29:21,240
Speaker 2: cap as Tesla lost since its peak in December.

506
00:29:22,400 --> 00:29:25,520
Speaker 1: No, what's the reason for that, Matt Well.

507
00:29:25,760 --> 00:29:28,240
Speaker 2: I mean, the most recent drop is just because a

508
00:29:28,240 --> 00:29:32,640
Speaker 2: couple of analysts have downgraded their expectations for deliveries. I

509
00:29:32,720 --> 00:29:35,720
Speaker 2: think it was UBS that downgraded its expectation for first

510
00:29:35,800 --> 00:29:37,960
Speaker 2: quarter deliveries at three hundred and sixty seven thousand, and

511
00:29:38,080 --> 00:29:42,560
Speaker 2: for full year deliveries to five percent lower than last year.

512
00:29:42,600 --> 00:29:45,280
Speaker 2: So they don't think Tesla's deliveries are going to climb anymore.

513
00:29:45,280 --> 00:29:47,880
Speaker 2: That's not consensus. The street still thinks their deliveries will

514
00:29:47,960 --> 00:29:51,840
Speaker 2: rise ten percent. But a lot of people have been

515
00:29:51,880 --> 00:29:59,080
Speaker 2: turned off by Elon Musk's brazen approach to you know,

516
00:29:59,160 --> 00:30:04,000
Speaker 2: federal government cost cutting, and they're just not buying the vehicles.

517
00:30:04,000 --> 00:30:09,120
Speaker 2: I mean, registrations in Germany fell seventy percent in the

518
00:30:09,160 --> 00:30:12,600
Speaker 2: first two months after he got involved in German politics.

519
00:30:13,000 --> 00:30:18,240
Speaker 2: So it's not His customer base doesn't love his chainsaw persona,

520
00:30:19,280 --> 00:30:24,320
Speaker 2: his sort of mean spirited trolling, but Donald Trump does

521
00:30:24,360 --> 00:30:26,560
Speaker 2: love it, so he tweeted that he's going to buy

522
00:30:26,560 --> 00:30:27,080
Speaker 2: a Tesla.

523
00:30:27,480 --> 00:30:30,280
Speaker 1: I do wonder if there is and maybe you know

524
00:30:30,400 --> 00:30:33,080
Speaker 1: this and you can tell me, you know, is there

525
00:30:33,200 --> 00:30:36,640
Speaker 1: concern that just in general, whether whatever you think of Elon,

526
00:30:37,520 --> 00:30:42,280
Speaker 1: that he is rather distracted doing all of this other

527
00:30:42,440 --> 00:30:46,480
Speaker 1: stuff instead of running a car company. I mean, on

528
00:30:46,520 --> 00:30:51,200
Speaker 1: a very fundamental level, one human only has the same

529
00:30:51,240 --> 00:30:53,800
Speaker 1: amount of hours and every day as all of the

530
00:30:53,800 --> 00:30:57,800
Speaker 1: rest of us, even if he is a genius. You know,

531
00:30:57,880 --> 00:31:00,600
Speaker 1: Tesla's a big company. Is there concern that he's simply

532
00:31:00,600 --> 00:31:02,120
Speaker 1: distracted among other things?

533
00:31:02,280 --> 00:31:04,720
Speaker 2: Yeah, no, absolutely. I mean we talked to an analyst

534
00:31:04,720 --> 00:31:07,560
Speaker 2: who has a buy on the stock, but has said, look,

535
00:31:08,000 --> 00:31:10,400
Speaker 2: they have a deep bench and Elon has a lot

536
00:31:10,440 --> 00:31:13,240
Speaker 2: of other stuff to do. Maybe he finds somebody else,

537
00:31:14,440 --> 00:31:17,640
Speaker 2: you know, to take the reins while he's firing as

538
00:31:17,640 --> 00:31:21,400
Speaker 2: many government workers as he can. And there are other

539
00:31:21,440 --> 00:31:25,040
Speaker 2: reasons as well. I mean, they have had problems in China,

540
00:31:25,240 --> 00:31:29,200
Speaker 2: where everybody has problems competing with BYD and China is

541
00:31:29,280 --> 00:31:32,960
Speaker 2: part of the future for you know, the profit picture

542
00:31:33,000 --> 00:31:35,440
Speaker 2: at Tesla. So there's a there's a I think a

543
00:31:35,520 --> 00:31:37,920
Speaker 2: number of reasons, but it's just amazing. I also think

544
00:31:37,960 --> 00:31:40,880
Speaker 2: they they rose too far too fast after the election.

545
00:31:40,920 --> 00:31:43,520
Speaker 2: Everyone's like, oh, Elon Musk is co president, let me

546
00:31:43,560 --> 00:31:45,720
Speaker 2: go buy the shares and pumped him up to a

547
00:31:45,760 --> 00:31:49,240
Speaker 2: record price. So there's a lot of reasons, but it's fascinating.

548
00:31:50,200 --> 00:31:53,000
Speaker 1: It's fascinating, and I also have to say, you know,

549
00:31:53,160 --> 00:31:57,200
Speaker 1: I've always said in the years when Tesla was sort

550
00:31:57,240 --> 00:32:00,240
Speaker 1: of the only game in town, just because the large

551
00:32:00,320 --> 00:32:04,280
Speaker 1: OEMs aren't making electric vehicles now doesn't mean they can't.

552
00:32:04,680 --> 00:32:08,240
Speaker 1: It means they're they're waiting for whatever reason. And now

553
00:32:08,760 --> 00:32:12,440
Speaker 1: we do have so many more hybrid and electric options

554
00:32:12,480 --> 00:32:18,680
Speaker 1: from long term automakers, not you know, technology startups, startups

555
00:32:18,680 --> 00:32:23,240
Speaker 1: and quotes. You know, there are lots of options now,

556
00:32:23,360 --> 00:32:26,760
Speaker 1: and I think maybe consumers are realizing that. I can't

557
00:32:26,760 --> 00:32:29,880
Speaker 1: tell you how many people have asked me what, hey like,

558
00:32:30,320 --> 00:32:32,600
Speaker 1: what EV's are out there? Like? They know, they kind

559
00:32:32,600 --> 00:32:34,400
Speaker 1: of know there are a lot out there. They may

560
00:32:34,400 --> 00:32:37,719
Speaker 1: not know which brands are making which evs, but at

561
00:32:37,720 --> 00:32:40,320
Speaker 1: this point people seem to understand there are more options

562
00:32:40,360 --> 00:32:41,600
Speaker 1: than simply Tesla.

563
00:32:41,800 --> 00:32:44,360
Speaker 2: True. Now, I did ask the analyst I spoke to

564
00:32:44,360 --> 00:32:48,280
Speaker 2: you about full self driving, and I said, look, Alex

565
00:32:48,400 --> 00:32:54,840
Speaker 2: Roy drove this Tesla across the country and used the

566
00:32:54,880 --> 00:32:57,280
Speaker 2: self driving capabilities ninety eight and a half percent of

567
00:32:57,280 --> 00:33:01,120
Speaker 2: the time. So to me, that's pretty full self driving. Yeah,

568
00:33:01,160 --> 00:33:02,720
Speaker 2: And the and I said, couldn't he have done it

569
00:33:02,760 --> 00:33:05,640
Speaker 2: in a Mercedes? And the guy said no, Actually, that's

570
00:33:05,720 --> 00:33:09,120
Speaker 2: that's the point. He said, nobody else has the technology

571
00:33:09,120 --> 00:33:12,320
Speaker 2: that Tesla has in that respect, so they're banking on that.

572
00:33:14,560 --> 00:33:17,560
Speaker 2: And Tesla has always had kind of a leg up

573
00:33:17,640 --> 00:33:21,440
Speaker 2: in terms of its battery tech, in terms of the

574
00:33:21,480 --> 00:33:25,360
Speaker 2: self driving capabilities. I mean, I was talking with a

575
00:33:25,440 --> 00:33:29,320
Speaker 2: viewer today who has had like every Porsche. He said,

576
00:33:29,400 --> 00:33:32,640
Speaker 2: right now he has a racing yellow twenty fourteen nine

577
00:33:32,680 --> 00:33:36,480
Speaker 2: to eleven C four s yellow. You say yellow. Yet

578
00:33:36,560 --> 00:33:42,360
Speaker 2: another listener with a yellow Porsche. But he he said,

579
00:33:42,360 --> 00:33:46,320
Speaker 2: he he did have a Tychon and let's see, I

580
00:33:46,440 --> 00:33:49,640
Speaker 2: must say the range limitation has been a huge disappointment,

581
00:33:49,720 --> 00:33:53,120
Speaker 2: he told me. Or he does have a Taykon, but

582
00:33:53,240 --> 00:33:56,280
Speaker 2: now he's going to a V eight Cayenne instead, which

583
00:33:56,400 --> 00:33:56,960
Speaker 2: good choice.

584
00:33:57,480 --> 00:34:01,280
Speaker 1: I know we can support that, you know. Yeah, this

585
00:34:01,440 --> 00:34:05,560
Speaker 1: kind of goes into the story that we published about

586
00:34:06,240 --> 00:34:10,319
Speaker 1: Porsche's EV program and how they really have taken a

587
00:34:10,400 --> 00:34:16,160
Speaker 1: hit in the last year. And you know what you're saying,

588
00:34:16,200 --> 00:34:20,400
Speaker 1: this guy told you, I've heard from dozens of people

589
00:34:20,719 --> 00:34:26,080
Speaker 1: that unfortunately, you know, there have been some real problems

590
00:34:26,120 --> 00:34:32,080
Speaker 1: with reliability, recalls, range issues, et cetera, et cetera.

591
00:34:32,480 --> 00:34:35,040
Speaker 2: That's horrible, by the way, because Porsche should have no

592
00:34:35,200 --> 00:34:39,319
Speaker 2: reliability issues. Right, the whole point of porschas that it

593
00:34:39,320 --> 00:34:40,040
Speaker 2: doesn't break.

594
00:34:41,440 --> 00:34:45,040
Speaker 1: Yeah, I think that is why it's such a surprise,

595
00:34:45,160 --> 00:34:51,080
Speaker 1: because Porsche for since, certainly since it's IPO in twenty

596
00:34:51,120 --> 00:34:55,359
Speaker 1: twenty two, has been really at the top. You know,

597
00:34:55,440 --> 00:34:58,200
Speaker 1: it's been so dominant, it's had it's had just this

598
00:34:58,440 --> 00:35:03,600
Speaker 1: white hot high attached to it in terms of how

599
00:35:03,960 --> 00:35:08,040
Speaker 1: much people are willing to spend on their cars proportionate

600
00:35:08,280 --> 00:35:10,879
Speaker 1: to you know, what the MSRP is. They'll spend two

601
00:35:10,880 --> 00:35:14,239
Speaker 1: and three times more. They'll wait for years to get

602
00:35:14,280 --> 00:35:17,719
Speaker 1: certain nine to eleven's, you know, group sales and profits

603
00:35:17,760 --> 00:35:21,799
Speaker 1: have been you know, record setting year over year over year,

604
00:35:22,840 --> 00:35:25,680
Speaker 1: and twenty twenty four was really the first year that

605
00:35:25,760 --> 00:35:31,719
Speaker 1: they didn't have this gangbuster's full steam ahead result. And

606
00:35:32,680 --> 00:35:36,200
Speaker 1: it has to do with the EV program at Porsche, which,

607
00:35:36,640 --> 00:35:42,600
Speaker 1: especially for Porsie, I think is it's a question about

608
00:35:43,280 --> 00:35:46,440
Speaker 1: what Porsha means for a lot of people because of

609
00:35:46,480 --> 00:35:49,840
Speaker 1: how deeply they feel about the brand. It's a question

610
00:35:49,960 --> 00:35:54,680
Speaker 1: of what does Porscha mean as a brand? And if

611
00:35:54,719 --> 00:35:58,759
Speaker 1: it does have electric vehicles, does that change how I

612
00:35:58,800 --> 00:36:03,080
Speaker 1: feel about it? Yes or no? And it's been really

613
00:36:03,120 --> 00:36:05,719
Speaker 1: interesting to talk to people. For some people, for a

614
00:36:05,760 --> 00:36:10,080
Speaker 1: lot of people, they seem to believe that, you know,

615
00:36:10,120 --> 00:36:13,160
Speaker 1: I talked with multiple owners of Tykens who have struggled

616
00:36:13,200 --> 00:36:16,640
Speaker 1: with recalls, and they still say they love Porsche. This

617
00:36:16,760 --> 00:36:18,600
Speaker 1: is you know, this might have been their first EV

618
00:36:18,680 --> 00:36:21,400
Speaker 1: they ever owned, but it's not their first Porsche they

619
00:36:21,400 --> 00:36:24,839
Speaker 1: ever owned, and they will own more Porsches, so they're

620
00:36:24,840 --> 00:36:29,560
Speaker 1: able to separate this idea that of EV's from what

621
00:36:29,640 --> 00:36:32,600
Speaker 1: Porscha means to them, which is like a very engaging, thrilling,

622
00:36:33,360 --> 00:36:33,919
Speaker 1: driving bread.

623
00:36:34,040 --> 00:36:37,080
Speaker 2: That's good for Porsche. But yeah, it is good, and

624
00:36:37,120 --> 00:36:39,440
Speaker 2: I know what you're saying. They're sort of dominant in

625
00:36:39,520 --> 00:36:44,040
Speaker 2: terms of margins, but in terms of their stock performance.

626
00:36:44,640 --> 00:36:48,080
Speaker 2: Of the German car makers, Porsche is the only one

627
00:36:48,560 --> 00:36:51,240
Speaker 2: with a negative total return. It went public in September

628
00:36:51,239 --> 00:36:55,200
Speaker 2: of twenty twenty two and it's down thirty percent. Folkswagon

629
00:36:55,239 --> 00:36:58,120
Speaker 2: in that time is up fourteen percent, BMW is up

630
00:36:58,760 --> 00:37:02,759
Speaker 2: forty percent, and Mercedes is up thirty five percent. So

631
00:37:03,480 --> 00:37:07,960
Speaker 2: since Porsche's IPO, anyone who invested in them is a loser.

632
00:37:08,239 --> 00:37:10,560
Speaker 2: And by the way, Ferrari in that time is up

633
00:37:10,600 --> 00:37:12,360
Speaker 2: one hundred and thirty seven percent.

634
00:37:14,239 --> 00:37:17,440
Speaker 1: You know what's wild Speaking of Ferrari, You know, Ferrari

635
00:37:17,640 --> 00:37:20,040
Speaker 1: is really the north star that a lot of these

636
00:37:20,080 --> 00:37:25,200
Speaker 1: automakers would love to have, the profits and value of Ferrari.

637
00:37:26,320 --> 00:37:29,200
Speaker 1: The average price of a Ferrari is four times more

638
00:37:29,239 --> 00:37:32,520
Speaker 1: than the average price of Portie, four times. Like, we

639
00:37:32,960 --> 00:37:36,600
Speaker 1: talk about prices all the time, and it's on. It's

640
00:37:36,719 --> 00:37:39,920
Speaker 1: just Ferrari is kind of still in its own stratosphere,

641
00:37:41,480 --> 00:37:44,080
Speaker 1: which I think is really interesting. But that's a little

642
00:37:44,120 --> 00:37:45,400
Speaker 1: off off to your point.

643
00:37:46,800 --> 00:37:48,960
Speaker 2: It's right, you're right though, far of all the publicly

644
00:37:49,000 --> 00:37:53,160
Speaker 2: traded car makers, I think Ferrari must have the highest

645
00:37:53,320 --> 00:37:57,160
Speaker 2: average sales price, right because Aston Martin doesn't reach that,

646
00:37:58,200 --> 00:38:01,759
Speaker 2: and roll Choice is going to be averaged in with

647
00:38:02,200 --> 00:38:04,839
Speaker 2: the BMW S. Spentley is going to be averaged in

648
00:38:04,840 --> 00:38:05,640
Speaker 2: with Folkswagen.

649
00:38:05,800 --> 00:38:09,279
Speaker 1: So yeah, well, and those are such such so much

650
00:38:09,320 --> 00:38:13,080
Speaker 1: smaller you know, production volumes. I think last year Porsche

651
00:38:13,160 --> 00:38:16,440
Speaker 1: sold like three hundred and ten thousand or so vehicles worldwide.

652
00:38:16,480 --> 00:38:21,080
Speaker 1: I mean that's quite a few. Yeah, but you know

653
00:38:21,160 --> 00:38:25,319
Speaker 1: they speaking of China and BYD and Tesla Porscha was

654
00:38:25,360 --> 00:38:28,560
Speaker 1: down twenty eight percent in China last year, which is massive,

655
00:38:28,800 --> 00:38:31,040
Speaker 1: and even sales of nine to eleven are going down

656
00:38:31,040 --> 00:38:36,120
Speaker 1: in China, which you know, I remember for years China

657
00:38:36,160 --> 00:38:40,719
Speaker 1: was this like great hope for automakers. Whenever I would

658
00:38:40,760 --> 00:38:44,600
Speaker 1: ask where their growth could be, where their most promising markets,

659
00:38:44,600 --> 00:38:48,040
Speaker 1: they all said China, China, China, China number one. You know,

660
00:38:48,120 --> 00:38:52,080
Speaker 1: it's full full speed ahead. Like I said before, Well,

661
00:38:52,080 --> 00:38:57,000
Speaker 1: they've had their end. Yeah, yeah, it's not it's not

662
00:38:57,080 --> 00:39:00,439
Speaker 1: bearing out. And so I think, you know, just having

663
00:39:00,440 --> 00:39:05,080
Speaker 1: their annual press conference tomorrow, which is which will be Wednesday,

664
00:39:05,480 --> 00:39:08,239
Speaker 1: and I think we might see I think we might

665
00:39:08,239 --> 00:39:10,840
Speaker 1: actually hear some news about it. I think they're I

666
00:39:10,880 --> 00:39:13,560
Speaker 1: think already you know, they've said they're going to take

667
00:39:13,600 --> 00:39:16,279
Speaker 1: an eight hundred and thirty seven million dollar hit to

668
00:39:16,320 --> 00:39:19,960
Speaker 1: produce more combustion and hybrid engines this year, and I

669
00:39:19,960 --> 00:39:23,640
Speaker 1: think we can expect to see more of a pivot

670
00:39:24,400 --> 00:39:29,000
Speaker 1: to at least slow down the EV program.

671
00:39:29,239 --> 00:39:32,600
Speaker 2: I wonder for now, I mean, how much longer does

672
00:39:32,680 --> 00:39:36,879
Speaker 2: Oliver Blooma get to run Porsche and Volkswagen. Like he's

673
00:39:36,920 --> 00:39:42,920
Speaker 2: running this behemoth, you know, the car of the people maker,

674
00:39:43,560 --> 00:39:47,800
Speaker 2: and he's also running Porsche with like different management boards

675
00:39:47,800 --> 00:39:51,359
Speaker 2: that both. I just feel like, maybe I know.

676
00:39:52,239 --> 00:39:55,440
Speaker 1: You know, I asked Porscha about that and this this

677
00:39:55,520 --> 00:39:59,040
Speaker 1: didn't get really included in the story, but you know,

678
00:39:59,600 --> 00:40:04,279
Speaker 1: a fish statement back was Oliver saying, you know that

679
00:40:04,480 --> 00:40:09,319
Speaker 1: being able to oversee both brands actually helped him with

680
00:40:09,920 --> 00:40:13,839
Speaker 1: organization and sort of a uniform front on everything. Now,

681
00:40:13,880 --> 00:40:17,600
Speaker 1: that's what they said, but I also know, you know,

682
00:40:18,440 --> 00:40:21,520
Speaker 1: two weeks ago Portia let go of two of its

683
00:40:21,600 --> 00:40:30,799
Speaker 1: most powerful executives because of again, these increasingly public struggles

684
00:40:31,560 --> 00:40:35,120
Speaker 1: that they've had with the EV program.

685
00:40:36,120 --> 00:40:38,480
Speaker 2: Yeah, I would probably say the same thing as Bluema,

686
00:40:38,680 --> 00:40:41,040
Speaker 2: because I would want both. Yeah, but I don't know

687
00:40:41,320 --> 00:40:44,319
Speaker 2: as a shareholder if I would be terribly thrilled about it.

688
00:40:45,360 --> 00:40:47,239
Speaker 2: I want to just look, I just want to give

689
00:40:47,280 --> 00:40:50,880
Speaker 2: a shout out to the people who've been shooting us emails.

690
00:40:51,280 --> 00:40:55,000
Speaker 1: Yes, and some good ones lately.

691
00:40:55,080 --> 00:40:58,680
Speaker 2: We have really and it's it's kind of awkward and

692
00:40:58,719 --> 00:41:01,560
Speaker 2: a little embarrassing that we were saying. I was saying,

693
00:41:01,920 --> 00:41:04,480
Speaker 2: I can't understand why anyone ever buy a yellow car,

694
00:41:04,800 --> 00:41:07,000
Speaker 2: and you were like, yeah, white pearlescent for me, I

695
00:41:07,080 --> 00:41:09,520
Speaker 2: just can't. And then we got a message from a

696
00:41:09,560 --> 00:41:13,720
Speaker 2: guy who his wife has a yellow nine to eleven

697
00:41:13,760 --> 00:41:19,520
Speaker 2: Turbo and he has a white Parlescent a land Cruiser,

698
00:41:19,520 --> 00:41:23,680
Speaker 2: a new land Cruiser, which is pretty sweet. Wind chill

699
00:41:23,719 --> 00:41:25,160
Speaker 2: a pearl is what they call it.

700
00:41:25,920 --> 00:41:28,879
Speaker 1: Well, you know what, variety is a spice of life, right,

701
00:41:29,239 --> 00:41:30,959
Speaker 1: just because we don't want it doesn't mean you can't

702
00:41:31,000 --> 00:41:31,319
Speaker 1: have it.

703
00:41:32,000 --> 00:41:37,319
Speaker 2: Yes, yes, and judgments exactly. I mean maybe yellow is

704
00:41:37,640 --> 00:41:38,520
Speaker 2: actually faster.

705
00:41:41,320 --> 00:41:44,080
Speaker 1: Maybe I should test that out.

706
00:41:44,120 --> 00:41:48,360
Speaker 2: I don't know. So, yeah, we've gotten some pretty cool emails,

707
00:41:48,360 --> 00:41:50,560
Speaker 2: and one from a guy who's helping me out in

708
00:41:50,600 --> 00:41:53,160
Speaker 2: my search for a hog. By the way, Harley Davidson

709
00:41:53,280 --> 00:41:56,960
Speaker 2: chairs have fallen less than Porsche shares since the p

710
00:41:59,080 --> 00:42:01,560
Speaker 2: that's a tough stock to own, right, that's down twenty

711
00:42:01,600 --> 00:42:05,600
Speaker 2: five percent. It's September of twenty twenty two. That's a

712
00:42:05,640 --> 00:42:09,480
Speaker 2: real problem. And oh so he and this guy pointed

713
00:42:09,520 --> 00:42:11,680
Speaker 2: out to me some market intel that I think is

714
00:42:11,840 --> 00:42:14,879
Speaker 2: pretty fascinating. We were making a joke about the age

715
00:42:14,880 --> 00:42:18,880
Speaker 2: of Harley buyers, right because one dealer was offering a

716
00:42:18,880 --> 00:42:22,680
Speaker 2: free proctology exam if you come in and go for

717
00:42:22,760 --> 00:42:26,279
Speaker 2: a test. Dride so and people say all the time,

718
00:42:26,360 --> 00:42:29,800
Speaker 2: like the demographics are a problem because it's just guys

719
00:42:29,880 --> 00:42:32,000
Speaker 2: my age who want to get on a Harley. Right,

720
00:42:32,080 --> 00:42:35,080
Speaker 2: younger kids are on sport bikes and love Doo Cotties,

721
00:42:35,160 --> 00:42:38,640
Speaker 2: and then I can't bend that much anymore, and I

722
00:42:38,719 --> 00:42:39,200
Speaker 2: just want.

723
00:42:39,000 --> 00:42:39,800
Speaker 1: To create it.

724
00:42:40,360 --> 00:42:42,560
Speaker 2: That's part of it being That's part of it. Like

725
00:42:42,680 --> 00:42:45,480
Speaker 2: even even my monsters are tough for me to fit

726
00:42:45,560 --> 00:42:48,960
Speaker 2: myself on. I'm a I have a particularly strange body shape,

727
00:42:48,960 --> 00:42:54,439
Speaker 2: but so so the Harleys are what older people would

728
00:42:54,480 --> 00:42:57,400
Speaker 2: go to. Right, The younger bikes that Harley makes, like

729
00:42:57,440 --> 00:43:01,000
Speaker 2: the Street Bob and the Lowrider that are popular the kids.

730
00:43:01,040 --> 00:43:02,759
Speaker 2: Those are hard for me to fit on because they

731
00:43:02,760 --> 00:43:06,040
Speaker 2: have mids. But this guy said, you know what, I

732
00:43:06,080 --> 00:43:08,560
Speaker 2: saw an article on Wall Street Journal in two thousand

733
00:43:08,600 --> 00:43:10,880
Speaker 2: and two that was saying the same thing. And the

734
00:43:10,960 --> 00:43:16,040
Speaker 2: fact is we have more people aging into that demographic

735
00:43:16,440 --> 00:43:19,879
Speaker 2: than are aging out of that demographic for the next

736
00:43:19,920 --> 00:43:20,680
Speaker 2: twenty years.

737
00:43:21,360 --> 00:43:22,959
Speaker 1: So this is good news.

738
00:43:23,400 --> 00:43:27,000
Speaker 2: Yeah, I think that's a fascinating point. Like, I guess

739
00:43:27,040 --> 00:43:29,960
Speaker 2: there are other reasons why you want younger people buying

740
00:43:29,960 --> 00:43:33,600
Speaker 2: your product, But if it's just out of sheer volume,

741
00:43:35,440 --> 00:43:38,120
Speaker 2: there are gonna be a lot more fifty year olds

742
00:43:38,160 --> 00:43:40,680
Speaker 2: in the next few years than there are now, or

743
00:43:40,719 --> 00:43:44,879
Speaker 2: at least not not fewer yeah, yeah.

744
00:43:44,680 --> 00:43:47,960
Speaker 1: Yeah, great news. So maybe it's not all hum and gloom.

745
00:43:48,520 --> 00:43:52,120
Speaker 2: Yeah. He liked your take that some companies aren't meant

746
00:43:52,120 --> 00:43:54,080
Speaker 2: to live forever. But I feel like this one is

747
00:43:54,239 --> 00:43:55,680
Speaker 2: that's true, you know.

748
00:43:55,880 --> 00:43:58,400
Speaker 1: And it does. It's not a bad thing. It just

749
00:43:59,080 --> 00:44:01,600
Speaker 1: and you know what I need to go. Maybe I

750
00:44:01,640 --> 00:44:04,560
Speaker 1: am making some value judgments on the white purlesson. I

751
00:44:04,560 --> 00:44:06,719
Speaker 1: think maybe I do make a value judgment on that.

752
00:44:07,080 --> 00:44:07,880
Speaker 1: Just for the record.

753
00:44:08,239 --> 00:44:11,279
Speaker 2: Yeah, well you should go out there and test dride

754
00:44:11,400 --> 00:44:19,040
Speaker 2: a white parlescent Harley Davidson road Glide st like they

755
00:44:19,080 --> 00:44:23,439
Speaker 2: have hot, hot looking white paints and you like white cars.

756
00:44:23,440 --> 00:44:26,400
Speaker 1: Are you serious? You can buy a white Harley Davidson.

757
00:44:26,680 --> 00:44:26,879
Speaker 2: Yeah.

758
00:44:26,920 --> 00:44:28,720
Speaker 1: Matt laid Law from the dealer.

759
00:44:29,560 --> 00:44:32,320
Speaker 2: Laidlaw has a Harley and he's like a YouTube star.

760
00:44:33,920 --> 00:44:37,040
Speaker 1: Really, oh wow, I didn't even know they made those.

761
00:44:37,200 --> 00:44:39,680
Speaker 2: They look good and white. I don't normally I wouldn't

762
00:44:39,680 --> 00:44:41,560
Speaker 2: buy a white bike typically, and I don't want a

763
00:44:41,560 --> 00:44:43,759
Speaker 2: white fat Bob. But if I was going to get

764
00:44:43,960 --> 00:44:46,799
Speaker 2: a road glide or a street glide, I would consider white.

765
00:44:46,800 --> 00:44:48,560
Speaker 2: And it's also a very safe color.

766
00:44:50,280 --> 00:44:54,200
Speaker 1: Well, yeah, everyone's looking at you and judging you. I'm

767
00:44:54,320 --> 00:44:57,400
Speaker 1: imagining Elvis. For some reason, this seems like a very

768
00:44:57,440 --> 00:45:00,640
Speaker 1: like Elvis in the later years, where he's not looking good.

769
00:45:00,560 --> 00:45:03,280
Speaker 2: Because he had the suit. You like, the white suit.

770
00:45:03,800 --> 00:45:05,440
Speaker 1: Yeah, a little bit bloated.

771
00:45:05,200 --> 00:45:09,960
Speaker 2: Be jeweled Elvis. I wonder, let's see Elvis is Harley.

772
00:45:10,560 --> 00:45:15,319
Speaker 2: I'm sure that he had many, but I see I

773
00:45:15,360 --> 00:45:17,400
Speaker 2: see some. I see some white bikes. There.

774
00:45:18,040 --> 00:45:20,640
Speaker 1: There you go. That's been in the recesses of my

775
00:45:20,680 --> 00:45:21,200
Speaker 1: brain for.

776
00:45:21,160 --> 00:45:25,920
Speaker 2: The most part, light blue with black trim. We should

777
00:45:25,960 --> 00:45:29,680
Speaker 2: interject to add our email address it is hot Pursuit

778
00:45:29,719 --> 00:45:33,239
Speaker 2: at Bloomberg dot net. And we do read all of

779
00:45:33,280 --> 00:45:35,239
Speaker 2: the emails we get. We use a lot of the

780
00:45:35,280 --> 00:45:46,160
Speaker 2: suggestions on air, and we always reply as well, all right,

781
00:45:46,200 --> 00:45:47,960
Speaker 2: what else have you got going on? So you drove

782
00:45:48,000 --> 00:45:49,799
Speaker 2: the cadac IQ, you're going to talk to us about

783
00:45:49,800 --> 00:45:51,600
Speaker 2: it next week. And I really want to also get

784
00:45:51,960 --> 00:45:52,759
Speaker 2: Mark Royce on to.

785
00:45:52,800 --> 00:45:56,720
Speaker 1: Talk about Yeah, we we that'll happen. We're we're talking

786
00:45:56,760 --> 00:45:59,600
Speaker 1: with his people to get him on. Unfortunately we couldn'te

787
00:45:59,680 --> 00:46:00,959
Speaker 1: him on to but well.

788
00:46:00,880 --> 00:46:02,360
Speaker 2: No, that's good because you wouldn't have been able to

789
00:46:02,360 --> 00:46:03,800
Speaker 2: talk about your driving impressions anyway.

790
00:46:03,840 --> 00:46:07,680
Speaker 1: Exactly, it's even better. So now I'm going to go

791
00:46:07,719 --> 00:46:13,000
Speaker 1: to Italy for the world premiere of the Mercedes CLA sedan,

792
00:46:13,320 --> 00:46:18,680
Speaker 1: which is their sort of entry level electric sedan that

793
00:46:18,719 --> 00:46:22,759
Speaker 1: they are promising will be a very long range EV

794
00:46:23,800 --> 00:46:26,439
Speaker 1: and I will not be driving it, but I will

795
00:46:26,480 --> 00:46:29,239
Speaker 1: be riding around in it with Ola Colinius, who's the

796
00:46:29,280 --> 00:46:33,760
Speaker 1: head of Mercedes Benz, and learning all about how they

797
00:46:33,840 --> 00:46:38,160
Speaker 1: are going to right their ship as it were in

798
00:46:38,280 --> 00:46:41,200
Speaker 1: the world of evs, because Mercedes has also taken quite

799
00:46:41,239 --> 00:46:43,520
Speaker 1: a hit with their EV program. It's it's just not

800
00:46:43,640 --> 00:46:45,520
Speaker 1: doing as well as I thought they that it would.

801
00:46:46,520 --> 00:46:50,759
Speaker 2: So you're going to another country on another continent to

802
00:46:50,960 --> 00:46:53,960
Speaker 2: ride in a car.

803
00:46:53,480 --> 00:46:58,880
Speaker 1: Yes i am, but with the literal boss of Mercedes

804
00:46:59,160 --> 00:47:04,600
Speaker 1: true an exclusive interview. So yes, that for us that

805
00:47:04,760 --> 00:47:05,320
Speaker 1: is worth.

806
00:47:05,080 --> 00:47:07,480
Speaker 2: It more than just the boss of Mercedes. He used

807
00:47:07,480 --> 00:47:11,800
Speaker 2: to run AMG so he has like some pretty chops.

808
00:47:12,200 --> 00:47:15,000
Speaker 1: He's got legit chops and I remember, you know, I

809
00:47:15,040 --> 00:47:18,000
Speaker 1: did the same thing when the electric g Wagon came out,

810
00:47:18,920 --> 00:47:23,439
Speaker 1: and he is a really interesting person. And so yeah,

811
00:47:23,480 --> 00:47:27,319
Speaker 1: I mean anytime we get access to truly the most

812
00:47:27,320 --> 00:47:30,680
Speaker 1: powerful person in the room as an exclusive for a

813
00:47:30,719 --> 00:47:33,319
Speaker 1: world debut, yeah, it's it's definitely worth it. We want

814
00:47:33,320 --> 00:47:34,520
Speaker 1: to hear from the horse's.

815
00:47:34,239 --> 00:47:39,400
Speaker 2: Mouth that is very cool. I'm a little bit jealous,

816
00:47:41,080 --> 00:47:43,640
Speaker 2: come on, just because I want to hang out with Ola. Frankly,

817
00:47:45,280 --> 00:47:47,879
Speaker 2: he's not to drive the CLA, the electric CLA. I

818
00:47:47,920 --> 00:47:51,200
Speaker 2: still like the gas motors. Remember I had this CLE

819
00:47:52,080 --> 00:47:55,480
Speaker 2: four fifty, which isn't even like an AMG model, and

820
00:47:55,520 --> 00:47:57,279
Speaker 2: I fell in love with it.

821
00:47:58,040 --> 00:48:02,359
Speaker 1: Yeah, I believe it, Phil, What are you doing well?

822
00:48:02,480 --> 00:48:06,440
Speaker 2: I don't really have any plans them. I'm shopping for

823
00:48:06,480 --> 00:48:09,960
Speaker 2: this Harley Davidson. You know, I'm looking all across the

824
00:48:10,000 --> 00:48:13,320
Speaker 2: country and I'm I'm having a fun experience with the dealers.

825
00:48:13,680 --> 00:48:16,439
Speaker 2: Some dealerships are like, all right, it's a twenty twenty

826
00:48:16,480 --> 00:48:18,240
Speaker 2: three model. We want to get it off the floor.

827
00:48:18,640 --> 00:48:21,720
Speaker 2: You know, here's five thousand off and take it please.

828
00:48:22,040 --> 00:48:25,239
Speaker 2: And others are like, you know, we can offer you

829
00:48:25,320 --> 00:48:28,480
Speaker 2: this or that plus a nine ninety five prep fee,

830
00:48:28,600 --> 00:48:34,200
Speaker 2: nine to seventy five delivery fee, three ninety nine tax

831
00:48:34,280 --> 00:48:37,799
Speaker 2: and title for ninety nine doc fee. By the way,

832
00:48:37,840 --> 00:48:40,640
Speaker 2: so many of them are like insist that you pay

833
00:48:40,680 --> 00:48:45,040
Speaker 2: them six hundred dollars for a theft device, you know.

834
00:48:45,360 --> 00:48:47,799
Speaker 2: And one guy was explaining it to me out of

835
00:48:48,640 --> 00:48:52,200
Speaker 2: I think Mississippi, and he was like, it's five ninety

836
00:48:52,280 --> 00:48:55,160
Speaker 2: nine and that way, if your bike gets stolen, we

837
00:48:55,239 --> 00:48:57,840
Speaker 2: give you a five thousand in credit towards the purchase

838
00:48:57,840 --> 00:49:00,319
Speaker 2: of your next Harley. And I was like, well, I'm

839
00:49:00,400 --> 00:49:03,400
Speaker 2: unlikely to be buying it from you in Mississippi, so

840
00:49:03,400 --> 00:49:05,600
Speaker 2: how about we skip that part. No, we insist it's

841
00:49:05,640 --> 00:49:06,440
Speaker 2: pre installed.

842
00:49:08,360 --> 00:49:13,480
Speaker 1: That's annoying to deal with that. No, complete ripoff. They

843
00:49:13,560 --> 00:49:14,920
Speaker 1: must think you were born yesterday.

844
00:49:14,960 --> 00:49:17,799
Speaker 2: It's like they're trying not to sell a motorcycle. Yeah,

845
00:49:17,840 --> 00:49:21,320
Speaker 2: like if you start insisting that not only I purchase

846
00:49:21,440 --> 00:49:25,000
Speaker 2: a bike from you, but also some insurance fraud that

847
00:49:25,000 --> 00:49:26,960
Speaker 2: you've got going on, like I don't want to take

848
00:49:26,960 --> 00:49:27,440
Speaker 2: part in that.

849
00:49:28,600 --> 00:49:32,440
Speaker 1: No, no, No, you can buy from someone else. There

850
00:49:32,440 --> 00:49:34,640
Speaker 1: are many many people who I'm sure would be glad

851
00:49:34,680 --> 00:49:35,520
Speaker 1: to sell you a bike.

852
00:49:36,120 --> 00:49:38,799
Speaker 2: Yeah, we'll think about it. If all these fees add

853
00:49:38,880 --> 00:49:41,640
Speaker 2: up to like twenty five percent more than the than

854
00:49:41,680 --> 00:49:45,600
Speaker 2: the bike price, maybe let's go used. But yeah, I

855
00:49:45,600 --> 00:49:48,399
Speaker 2: have nothing else going on. The Moto GP is back

856
00:49:48,440 --> 00:49:52,040
Speaker 2: on this week, and I don't know if you saw

857
00:49:52,080 --> 00:49:55,520
Speaker 2: the first weekend of the races, but Mark Marquez.

858
00:49:55,160 --> 00:50:00,279
Speaker 1: You know I missed it and the race for Ducati, Wait,

859
00:50:00,320 --> 00:50:02,400
Speaker 1: who did Who is the rider Mark Marquez?

860
00:50:03,280 --> 00:50:06,960
Speaker 2: I mean he is like the Golden child. And some

861
00:50:07,000 --> 00:50:10,480
Speaker 2: people were a little bit hurt when Ducatti chowse him

862
00:50:10,480 --> 00:50:13,080
Speaker 2: instead of Jorge Martin. But of course he wins everything.

863
00:50:13,120 --> 00:50:15,759
Speaker 2: It's like he's a cheat code. By the way, I

864
00:50:15,800 --> 00:50:20,879
Speaker 2: also noticed something cool. I was watching Moto America, Super

865
00:50:20,920 --> 00:50:22,920
Speaker 2: Hooligans and King of the Baggers now that I'm a

866
00:50:23,000 --> 00:50:29,400
Speaker 2: Bagger fan, and Keanu Reeves is racing his Arch kg

867
00:50:30,000 --> 00:50:35,400
Speaker 2: RT a krant. Yeah. The Arch Motorcycles has a team

868
00:50:36,040 --> 00:50:39,520
Speaker 2: in the Super Hooligans and Corey Alexander is riding it

869
00:50:39,960 --> 00:50:43,480
Speaker 2: from hudson Ville Motorcycles here. Yeah, I mean so cool.

870
00:50:43,800 --> 00:50:48,719
Speaker 1: Wow, that's that's legit. I'm surprised that Keanu doesn't have

871
00:50:48,760 --> 00:50:51,959
Speaker 1: insurance clauses with his films that he can't ride.

872
00:50:52,080 --> 00:50:55,960
Speaker 2: No, no, he's not racing them, he's but his motorcycles are

873
00:50:55,960 --> 00:50:56,879
Speaker 2: in the series.

874
00:50:57,440 --> 00:51:01,600
Speaker 1: Okay, okay, okay. We should talk about Cadillac joining Formula

875
00:51:01,640 --> 00:51:05,320
Speaker 1: One in twenty twenty six. That's a big deal. Yeah

876
00:51:05,440 --> 00:51:06,759
Speaker 1: did you hear about this?

877
00:51:06,880 --> 00:51:09,759
Speaker 2: Yes, for sure, And to the eleventh team. I mean

878
00:51:10,239 --> 00:51:12,799
Speaker 2: it's so cool that they're gonna happen.

879
00:51:12,960 --> 00:51:15,239
Speaker 1: Completely and they're gonna have for sure, they're going to

880
00:51:15,320 --> 00:51:16,160
Speaker 1: have an American driver.

881
00:51:16,560 --> 00:51:18,400
Speaker 2: I don't know who, Brad Pitt.

882
00:51:18,160 --> 00:51:22,640
Speaker 1: But yeah, I think it's you know, people seem to

883
00:51:22,719 --> 00:51:27,799
Speaker 1: really not like Mario Andretti. Why depends on who you ask.

884
00:51:27,920 --> 00:51:30,439
Speaker 1: I was. I was standing around talking about it last

885
00:51:30,480 --> 00:51:34,160
Speaker 1: night with a bunch of people from Cadillac, the point being,

886
00:51:34,800 --> 00:51:37,520
Speaker 1: you know, if one lets Cadillac in but does not

887
00:51:37,640 --> 00:51:39,120
Speaker 1: want Andretti.

888
00:51:39,400 --> 00:51:43,000
Speaker 2: In, I see, okay. I hadn't looked deeper into it

889
00:51:43,040 --> 00:51:46,399
Speaker 2: because Formula one is more boring than that a grass grow.

890
00:51:47,719 --> 00:51:49,280
Speaker 2: But maybe it won't be when Cadillac.

891
00:51:49,480 --> 00:51:52,520
Speaker 1: I'm so surprised you think that. I am so surprised.

892
00:51:52,520 --> 00:51:55,920
Speaker 2: You think that they just don't there's no passing, you know,

893
00:51:57,320 --> 00:51:59,759
Speaker 2: they just however you qualified, then you drive in that

894
00:51:59,880 --> 00:52:02,040
Speaker 2: line until the finish.

895
00:52:02,680 --> 00:52:04,600
Speaker 1: Well, one of these days there might be a pass,

896
00:52:05,040 --> 00:52:06,440
Speaker 1: you know. That's what we're all waiting for.

897
00:52:06,520 --> 00:52:09,520
Speaker 2: I feel like they need smaller cars or bigger tracks.

898
00:52:09,800 --> 00:52:13,560
Speaker 2: I don't know, like I mean, I know, I guess

899
00:52:13,560 --> 00:52:15,760
Speaker 2: it is glamorous.

900
00:52:15,719 --> 00:52:18,839
Speaker 1: You know, and superhistoric, high tech.

901
00:52:18,920 --> 00:52:19,799
Speaker 2: It expensive.

902
00:52:20,400 --> 00:52:24,719
Speaker 1: You know, we've talked about this, but I mean, honestly,

903
00:52:25,080 --> 00:52:27,319
Speaker 1: when you do go to a race, the race is

904
00:52:27,400 --> 00:52:30,160
Speaker 1: sort of besides the point for most people, and that

905
00:52:30,320 --> 00:52:32,720
Speaker 1: is just okay, that is just fine.

906
00:52:32,800 --> 00:52:34,960
Speaker 2: It's like watching cricket. I love to go to a

907
00:52:34,960 --> 00:52:38,760
Speaker 2: cricket test, you know, just sit around knocking back Pim's

908
00:52:38,800 --> 00:52:39,560
Speaker 2: cups all day.

909
00:52:40,280 --> 00:52:43,000
Speaker 1: But how do you feel about baseball? Do you like

910
00:52:43,040 --> 00:52:43,759
Speaker 1: baseball games?

911
00:52:43,800 --> 00:52:46,040
Speaker 2: I keep every few years, I'll try and get back

912
00:52:46,080 --> 00:52:48,319
Speaker 2: into it. And when I was a kid, I loved

913
00:52:48,320 --> 00:52:51,760
Speaker 2: it so much, but it's also just so.

914
00:52:51,680 --> 00:52:53,799
Speaker 1: Boring when you were a kid.

915
00:52:54,040 --> 00:52:56,040
Speaker 2: Well, my mom took me to a Yankees game when

916
00:52:56,040 --> 00:53:01,160
Speaker 2: I was five, and that kind of uh. And I

917
00:53:01,200 --> 00:53:03,520
Speaker 2: lived here in New York City, so I was a

918
00:53:03,640 --> 00:53:06,800
Speaker 2: Yankees fan. But when we moved back to Ohio, Johnny

919
00:53:06,880 --> 00:53:09,800
Speaker 2: Bench and Pete Rose were playing for the Cincinnati Reds,

920
00:53:09,840 --> 00:53:10,560
Speaker 2: and I loved that.

921
00:53:10,800 --> 00:53:14,280
Speaker 1: Wow, that's like Golden Era, Yeah for sure.

922
00:53:14,440 --> 00:53:18,040
Speaker 2: Yeah, So I loved it when I was a little kid.

923
00:53:18,280 --> 00:53:21,680
Speaker 2: And I think I don't know if it's more boring

924
00:53:21,760 --> 00:53:24,960
Speaker 2: now or if I'm just too old to care, but

925
00:53:25,520 --> 00:53:27,320
Speaker 2: or the people, yeah, just not as colorful.

926
00:53:28,440 --> 00:53:30,080
Speaker 1: I don't know. I was gonna what made me think

927
00:53:30,120 --> 00:53:32,720
Speaker 1: of it as base I like going to baseball games

928
00:53:32,760 --> 00:53:35,759
Speaker 1: and staying for like four or five innings, and I

929
00:53:35,960 --> 00:53:38,600
Speaker 1: mostly just like going for the atmosphere. I don't know's

930
00:53:38,640 --> 00:53:41,319
Speaker 1: the game to me is rather boring, but I like.

931
00:53:41,800 --> 00:53:45,000
Speaker 1: I love all the superstition. I love how eccentric and

932
00:53:45,040 --> 00:53:48,480
Speaker 1: weird some of the players are. Yeah, you know, but

933
00:53:48,560 --> 00:53:51,080
Speaker 1: it is more about the atmosphere and the lifestyle of

934
00:53:51,120 --> 00:53:52,640
Speaker 1: it than the actual game.

935
00:53:52,719 --> 00:53:55,520
Speaker 2: If you have tickets, I'll go, you know, Okay, but

936
00:53:55,600 --> 00:53:58,799
Speaker 2: I would not rather go to a hockey game, a

937
00:53:58,840 --> 00:54:02,960
Speaker 2: basketball game, or a football game even And that's ok.

938
00:54:03,600 --> 00:54:06,200
Speaker 1: Have you been watching the Celtics documentary on HBO.

939
00:54:06,520 --> 00:54:08,319
Speaker 2: No, I have not, but I'm a big fan of

940
00:54:08,360 --> 00:54:11,160
Speaker 2: Larry Bird, so I guess it's probably that area, right.

941
00:54:12,480 --> 00:54:15,560
Speaker 1: Well, it starts with Bob Kozier and Bill Bill Russell

942
00:54:15,840 --> 00:54:18,680
Speaker 1: like in the Red Arbach back in the for in

943
00:54:18,760 --> 00:54:21,719
Speaker 1: the old old days. But I think I'm sure they

944
00:54:21,760 --> 00:54:22,239
Speaker 1: get to Bird.

945
00:54:22,440 --> 00:54:24,399
Speaker 2: I'll watch it. I mean, when I was a kid,

946
00:54:24,680 --> 00:54:27,000
Speaker 2: I was a Lakers fan, and now I have to

947
00:54:27,000 --> 00:54:28,719
Speaker 2: support the Knicks since I live here and they're the

948
00:54:28,760 --> 00:54:31,680
Speaker 2: games I can go see. You know, but going to

949
00:54:31,719 --> 00:54:33,600
Speaker 2: a basketball game is super fun.

950
00:54:34,360 --> 00:54:39,000
Speaker 1: I agree that that's a fun atmosphere. Yeah, completely completely agree.

951
00:54:39,560 --> 00:54:41,319
Speaker 2: All Right, Well, I guess that's all we have for

952
00:54:41,360 --> 00:54:44,920
Speaker 2: this week. But when you come back, you'll tell us

953
00:54:44,960 --> 00:54:48,239
Speaker 2: about hanging out with Ola, tell us about driving the

954
00:54:48,239 --> 00:54:52,560
Speaker 2: Cadillac IQ. We'll talk hopefully with Mark Royce, president of

955
00:54:52,600 --> 00:54:57,520
Speaker 2: General Motors and supercar guy, whose kid I believe is

956
00:54:57,560 --> 00:55:01,680
Speaker 2: like a pro level baseball player. Really yeah, I mean

957
00:55:01,760 --> 00:55:04,920
Speaker 2: he might, he might play for the Tigers. I don't know.

958
00:55:05,280 --> 00:55:08,120
Speaker 2: I think he played for University of Michigan, like varsity

959
00:55:08,320 --> 00:55:09,040
Speaker 2: baseball at a.

960
00:55:09,080 --> 00:55:10,200
Speaker 1: D one team.

961
00:55:10,440 --> 00:55:14,200
Speaker 2: And I know he at least I know he at

962
00:55:14,280 --> 00:55:17,440
Speaker 2: least tried out for the pros. I'm gonna dig into it.

963
00:55:17,640 --> 00:55:21,640
Speaker 2: I'll probably definitely, but he's an amazing baseball player.

964
00:55:23,680 --> 00:55:26,040
Speaker 1: I'm Matt Miller, and I'm a Hanna Elliott, and this

965
00:55:26,239 --> 00:55:26,880
Speaker 1: is Bloomberg.