Perfect Storm in Auto Sector

Published on
June 21st, 2017
45 minutes

Perfect Storm in Auto Sector

Presentations ·
Featuring Daniel Ruiz

Published on: June 21st, 2017 • Duration: 45 minutes

Daniel Ruiz is an expert analyst in the retail automotive sector and he details the perfect storm for used car prices, which are the foundation for the auto sector, as record leases and huge inventories cloud the industry, while sub-prime auto delinquencies reach dangerous levels. Daniel outlines the crisis building for car makers in this deep dive sector report. Filmed on May 26, 2017, in Arizona.


  • RY
    Roy Y.
    21 January 2019 @ 19:42
    Brilliant and fascinating in depth analysis!
  • RP
    Ritin P.
    14 June 2018 @ 01:12
    Fantastic detail and analysis on the auto sector.
  • Sv
    Sid v.
    10 August 2017 @ 20:53
  • AF
    Antonio F.
    10 July 2017 @ 12:59
    I would find interesting to see what he thinks of Tesla coming into a market with the characteristics he is envisaging ! Is this another reason to be bearish on the stock ?
  • GM
    Greg M.
    28 June 2017 @ 14:19
    A lot of good info. Only thing I took issue with was the cash for clunkers. The program was a clunker. The subsidy pulled demand forward and hurt affordability for poor people. New cars suck - I am keeping my E46 until it dies.
  • MN
    Mark N.
    28 June 2017 @ 09:04
    Classy way to end the interview.
  • KK
    Kevin K.
    28 June 2017 @ 08:19
    I would have liked to see my charts/graphs to back up what he is saying.
    • KK
      Kevin K.
      28 June 2017 @ 08:20
  • MG
    Mandeep G.
    25 June 2017 @ 21:18
    Valuable insights .... but could be delivered more succinctly
  • RP
    Ryan P.
    24 June 2017 @ 14:22
    Great piece....but did you know Geico can save you 15% or more on your car insurance?
  • TC
    Thomas C.
    24 June 2017 @ 12:20
    Very insightful article
  • ML
    Michael L.
    24 June 2017 @ 01:16
    Excellent! We need more of these industry expert interviews. This and the restaurants presentation a while back are super helpful
  • SP
    Sat P.
    23 June 2017 @ 22:41
    Helped me to understand why the car rental stocks haven't boomed as I expected as people like me have switched to Public Transport plus Taxi apps. I learnt a lot about the auto industry from this video. It's similar to the aerospace industry in some respects because so much is leased now
  • FH
    Faisal H.
    23 June 2017 @ 22:35
    Bout to go lease me a truck
  • LA
    Linda A.
    23 June 2017 @ 18:31
    Thank u Daniel for your analyses! I was shorting auto lenders & auto parts last year & people long the stock was telling me that I need to get schooled. My thesis for auto parts was that people were buying basic parts for Amazon etc. It was a painful short but now I am being redeemed big time.
  • SS
    Sam S.
    23 June 2017 @ 15:52
    So if I go to a dealership, how do I negotiate for either new or used car, by bring this insight to the table? What are the magic words a dealership fears so they do a deal not missing out of a sale? Is it prudent to be a buyer at an auto auction or attempt to catch a deal before the dealer or the banks let go? Well done, smooth easy to understand presentation. SOLD.
  • MF
    Martin F.
    23 June 2017 @ 08:36
    Great presentation. Reminds me of Paul Westra about Restaurants some days back here on RV. Things are turning sour. Cheers
  • GG
    Glenn G.
    23 June 2017 @ 04:40
    Excellent viewing! Guess I will hold off on buying that new car until next year! HTZ and CAR could be zeroes for sure with plunging resale values.
  • SC
    Sau C.
    22 June 2017 @ 19:56
    He spoke with clarity which made his idea easy to understand. Maybe I don't have the requisite brain power to understand some of the interviews on RV lol.
  • AM
    Aaron M.
    22 June 2017 @ 17:39
    Wonderful and timely. RV crushes it again.
  • rr
    rlw r.
    22 June 2017 @ 17:20
    Insightful, articulate
  • AK
    Anthony K.
    22 June 2017 @ 14:01
    The twitter address is incorrect. its @DRuizG80 not @DRuiz80
  • am
    alex m.
    22 June 2017 @ 12:59
  • VK
    Viresh K.
    22 June 2017 @ 12:44
    Really good video - I strongly recommend Daniel's blog on his website. The videos and charts walk you through this stuff really well. I have about 8 pages worth of notes just from his different blogs. Really appreciate him sharing this kind of knowledge - it would usually take a lot of experience of the autos industry to pick up