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The John Batchelor Show

39: PREVIEW: Economic Indicator: Continued Strength in RV Manufacturing Guest: Jim McTague Jim McTague, a former Barron's editor, reports on a conversation with a driver whose job is delivering expensive RVs from Elkhart, Indiana, across the United States. Mc

The John Batchelor Show

John Batchelor

Society & Culture, Arts, News, Books

4.52.8K Ratings

🗓️ 31 October 2025

⏱️ 2 minutes

🧾️ Download transcript

Summary

PREVIEW: Economic Indicator: Continued Strength in RV Manufacturing

Guest: Jim McTague

Jim McTague, a former Barron's editor, reports on a conversation with a driver whose job is delivering expensive RVs from Elkhart, Indiana, across the United States. McTague was curious what this activity meant for the broader economy, as he would have expected manufacturing to slow seasonally. He also anticipated a slowdown given consumer reluctance to overspend or make significant capital purchases. However, this industry insider told McTague that he sees no diminution in RV manufacturing. The continued strength in production suggests underlying economic resilience despite expectations of consumer pullback.

Transcript

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0:00.0

The weather. Tomorrow, expect a biting cold front. Mmm, how naughty. I wonder what I'll be

0:06.8

wearing or taking off. The night will be wild and untamed. Expect heavy, lashing rain

0:13.0

that'll soak you to the skin. By Monday, temperatures will rise slowly but surely reaching

0:18.7

their peak in the afternoon.

0:23.0

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0:25.6

Fly cheaply to Turkey with Sun Express.

0:28.7

Sun Express, nonstop sunshine.

0:36.1

This is John Batchelor, conversation with my good colleague, Jim McTagg, formerly Barron's editor at Washington.

0:37.4

Now on the road, he's a novelist

0:39.4

in Lancaster, meeting a man in a plane into South Bend, whose job it is to drive big RVs,

0:45.3

expensive RVs, from the maker dealership near South Bend to wherever in the United States are

0:52.5

ordered. This time, Jim had and Medi Media is coming back

0:54.9

from Florida. Jim's turn, however, is what does this mean for the economy? Big RVs moving

1:01.1

at this time of year. Here's Jim McTague to explain on a flight from Harrisburg, no, from Charlotte

1:08.0

into South Bend, Indiana. More of this later.

1:11.6

Well, yeah, at first the plane was filled with monks and Notre Dame professors working on papers.

1:17.3

But my seatmate was a fellow who delivers recreational vehicles from Elkhart, Indiana, which is right next to South Bend, to dealerships all across the country.

1:30.1

So he's constantly on the road and back again.

1:34.2

And interestingly enough, he told me that he sees no diminution in the manufacture of RVs.

1:41.1

I would have thought seasonally they would be slowing down. I would have thought,

1:46.0

you know, given stories we hear about the reluctance of consumers to overspend or to make

1:52.7

big capital purchases that manufacturing would have slowed down, but you know, this fellow

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