Tesla dip: blip or bust?
FT News Briefing
Forhecz Topher
4.4 • 1.3K Ratings
🗓️ 4 April 2024
⏱️ 13 minutes
🧾️ Download transcript
Summary
Lower than expected eurozone inflation number bolsters expectations of ECB interest rate cuts by summer, People’s Liberation Army mobilisation units reflect Xi Jinping’s focus on security, Tesla faces a tough moment, and big investors line up behind management at Disney.
Mentioned in this podcast:
Eurozone inflation falls to 2.4% in March
Chinese companies revive Mao Zedong-era militias
Where Tesla departs from the Mag 7
The big worry for carmakers: what if the EV slowdown is not a blip?
Bob Iger defeats Nelson Peltz by wide margin in Walt Disney board clash
The FT News Briefing is produced by Fiona Symon, Sonja Hutson, Kasia Broussalian and Marc Filippino. Additional help by Michela Tindera, Cara Shillenn, Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Monica Lopez. Topher Forhecz is the FT’s executive producer. The FT’s global head of audio is Cheryl Brumley. The show’s theme song is by Metaphor Music.
Hosted on Acast. See acast.com/privacy for more information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | The UK's energy partner. |
| 0:06.0 | Learn more at equinore. |
| 0:10.0 | At Aquinore. UK. Good morning from the Financial Times. Today is Thursday, April 4th, and this is your |
| 0:18.6 | F.T. News briefing. Disney's board has survived a coup attempt from an activist investor and |
| 0:26.4 | companies in China are setting up their own in-house militias. |
| 0:31.4 | Plus investors are not happy with Tesla. I'm Sonia Hudson and |
| 0:37.6 | here's the news you need to start your day. The Disney and its chief executive Bob Eiger have scored a major boardroom |
| 1:00.8 | victory against investor Nelson Peltz. For more than a year |
| 1:05.3 | Peltz has been calling on Disney to cut costs and achieve quote Netflix-like |
| 1:10.8 | profit margins. He's been pushing for a seat on the company's board. |
| 1:15.0 | But at its annual meeting yesterday, Disney received enough support to defeat |
| 1:20.0 | Peltz in his bid for a board seat. |
| 1:23.0 | Eiger announced a bunch of initiatives to please shareholders like big cost cuts and a 1.5 billion |
| 1:30.1 | investment into Epic Games. And Disney's share price has gained more than 50% |
| 1:35.7 | over the past six months. Tesla's been having a rough go of it lately. The car company's stock has lost a third |
| 1:48.7 | of its value so far this year and to make things even worse this week it reported a big dip in vehicle deliveries. So is this a temporary |
| 1:58.2 | stumble or is the company really in trouble? Here to explain is the FT's Ethan Wu. Hi Ethan. Hey Sonia. So why |
| 2:06.2 | our investors so pessimistic about Tesla right now? So Tesla just the other day |
| 2:11.6 | reported a really sharp decline in the number of vehicles it delivered in the first quarter down 9% year on year which is a really significant drop the biggest in years that it's had and it really |
| 2:23.6 | disappointed investors and analysts who were expecting stable not collapsing vehicle |
| 2:29.6 | deliveries so that comes on top of a long list of problems that Tesla already has. |
| 2:36.0 | I think the one people may know is, you know, the rise of Chinese EV competitors like |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Forhecz Topher, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Forhecz Topher and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.