Automakers Are Hitting the Brakes on EVs. Will That Help Their Stocks?

In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos kick things off by talking about perpetual futures or “perps,” which are offering turbocharged bets on bitcoin. Next, with the September jobs report out this week, they break down what investors should be looking out for beyond the headline number. Later in the show, Telis is joined by John Murphy, a managing director of strategic advisory at Haig Partners, for a deep dive into what the end of the EV tax subsidy this week could mean for the auto industry. Then, Murphy makes the case for why the best strategy for Ford, Stellantis and GM may be to focus on their truck businesses. Later, Telis asks: Does the end of the EV credit mean a renaissance for the internal combustion engine? This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at takeontheweek@wsj.com . To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Further Reading Why Ford’s Made-in-America Strategy Hurts It in Trump’s Trade War Ford's Big EV Dilemma Auto Industry Takes $12 Billion Hit From Trade War Detroit Rediscovers Its Love for Giant Gas Guzzlers Get Rich or Get Wiped Out: Bitcoin’s Hottest New Trade Detroit Rediscovers Its Love for Giant Gas Guzzlers For more coverage of the markets and your investments, head to WSJ.com , WSJ’s Heard on The Street Column , and WSJ’s Live Markets blog . Sign up for the WSJ's free Markets A.M. newsletter . Follow Gunjan Banerji here and Telis Demos here . Learn more about your ad choices. Visit megaphone.fm/adchoices