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We have a position where automakers are going to have to figure out how many EVs can I lose

money on so I could justify the rest of my business.

That's not a good dynamic, unfortunately.

Hello and welcome to the Baron Streetwise Podcast.

I'm Jack Howe and the voice you just heard is Colin Langen.

He's an analyst at Wells Fargo Securities who just turned deeply negative on shares of

legacy car makers, Ford and General Motors.

He's not particularly positive on younger rivals like Tesla and Rivian either.

We'll hear why.

But first, let's talk about retail wreckage and why this past week was such a clean-up

and out-four situation for stocks.

Listening in is our audio producer, Jackson.

Hi Jackson.

Hi Jack.

We're going to talk about retail in just a moment.

You've got some Costco news to tell folks what you were just telling me.

...