EPISODE · Jul 7, 2022 · 22 MIN
Global Automotive Stock Picks with Chris Redl
from Smart Calls with Smartkarma · host Smartkarma
In this episode, Analyst Chris Redl (SC Capital) outlines his stock picks in the global automotive sector, looks at the continued impact of semiconductor shortages and explores what that means for Tesla. -- Read Chris's latest report on Tesla at Smartkarma. -- Chris Redl is a global automotive fund manager with over 20 years' experience covering the global automotive industry both on the Sell-side (UBS & Morgan Stanley) and Buy-side (Och-Ziff), along with a wealth of industry contacts. The current focus is on electric vehicle stocks & their supply chains, aiming is to identify the winners and losers from a long/short perspective. This includes close coverage of legacy automakers as well. From time to time, he covers opportunistic events with stocks in the manufacturing sector, food & beverage, healthcare, and tech. Follow his work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.
What this episode covers
In this episode, Analyst Chris Redl (SC Capital) outlines his stock picks in the global automotive sector, looks at the continued impact of semiconductor shortages and explores what that means for Tesla. -- Read Chris's latest report on Tesla at Smartkarma. -- Chris Redl is a global automotive fund manager with over 20 years' experience covering the global automotive industry both on the Sell-side (UBS & Morgan Stanley) and Buy-side (Och-Ziff), along with a wealth of industry contacts. The current focus is on electric vehicle stocks & their supply chains, aiming is to identify the winners and losers from a long/short perspective. This includes close coverage of legacy automakers as well. From time to time, he covers opportunistic events with stocks in the manufacturing sector, food & beverage, healthcare, and tech. Follow his work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.
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Global Automotive Stock Picks with Chris Redl
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