If you’re a Tesla and EV fan, you might be aware that an EV Tsunami is about to arrive from China towards western OEM shores.
In this video I’ll show, with some help from Sandy Munro and The Limiting Factor:
* WHEN this Tsunami of Chinese EVs should start
* and HOW it would affect the sales of Western OEMs such as BMW, GM and Ford - as well as their stock prices
BOTTOM LINE - The Chinese EV invasion should arrive MUCH FASTER than most people (even you!) might think, and its effects on Western OEM’s competitiveness and stock prices will be DEVASTATING.
Topics:
00:00 Intro and Summary
03:25 Preface - The Valley of Death
05:48 Ch. 1: Meanwhile in China (or - The Training of a Warrior)
07:45 Ch. 2: Why Will the Invasion Start Now?
08:50 Ch. 3: They Have the Capacity!
09:37 Ch. 4: Signs Showing It’s Starting Now
11:29 Ch. 5: Can Western OEMs Retaliate?
13:16 Ch. 6: Sandy Munro Effects on Stocks and Valuation
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