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PODCAST

Automotive State of The Union

More Than Cars Media Network

Paul J Daly and Kyle Mountsier don’t just read headlines, they make the most important connections across car dealerships, general retail, tech, and culture. The goal? To help automotive leaders think clearer and move faster in a world that refuses to slow down.Whether you’re running a rooftop, building a brand, or just trying to keep up with everything shifting in the business of selling cars, this is your regular stop for a shot of news, insight, and a little bit of chaos…always rooted in

business business news

All Episodes

11:13

Tariffs Dominate NY Auto Show, US-Made RAV4s?, Police...

Automotive State of The Union ·

2025/04/18

Shoot us a Text. Episode #1023: From tariff talk taking over the New York Auto Show to Toyota rethinking RAV4 production, and LiveWire’s electric leap into law enforcement—we've got you covered. Show Notes with links: Automakers came to New York looking to celebrate new vehicles, but found themselves answering the same old questions—about tariffs. Despite flashy debuts and high-octane reveals, the weight of trade policy loomed over every conversation.Subaru U.S. chief Jeff Walters deb...

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28:24

Special Edition: Interviews Live From The NY Auto Forum

Automotive State of The Union ·

2025/04/17

Shoot us a Text. Episode #1021: We hit the ground at the NY Auto Forum to catch up with the voices shaping the retail auto landscape, featuring interviews with Mike Stanton, John Bozzella, Stewart Stropp, Tom Castriota, Alan Haig and Bernie Moreno. From EV and tariff turbulence to actionable insights and dealer valuations, this episode is packed with takeaways from the industry’s front lines. Thanks to Liftkit for making it all happen. Tariff Talk & EV TargetsTariffs could cause pandemi...

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16:06

6th Highest March in Almost 50 Years, Retail Follows...

Automotive State of The Union ·

2025/04/17

Shoot us a Text. Episode #1020: We’re breaking down retail sales insights for March (not just auto) driven by pre-tariff buying sprees as we dive into data from Cars Commerce’s latest Q1 report. We also talk about a household brand that helps people build things, diving into helping them be more engaged gamers. Show Notes with links: Market data is in for March and it was the 6th highest March for new car sales since 1976 largely driven by pre-tariff buying. Our friends at Cars Commer...

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4:23

Senator Bernie Moreno Shares Tips For Dealers To...

Automotive State of The Union ·

2025/04/16

Shoot us a Text. Episode #1019: On a special edition of the Automotive State of the Union, Paul and Kyle are joined by Senator Bernie Moreno of Ohio, the first and only auto dealer in the senate. Senator Moreno had just finished presenting on the stage at the NY Auto Forum and spoke about how dealers can help their teams through troubling times, how they can get more involved in their local communities and what the future looks like for EVs. Join hosts Paul J Daly and Kyle Mountsier as they...

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8:25

Live From NYC at the JD Power Auto Forum - Trump...

Automotive State of The Union ·

2025/04/15

Shoot us a Text. Paul, Kyle, Michael, and Nathan woke up at 4am so they could be in NYC by breakfast to begin the day of coverage at the JD Power Auto Forum in Manhattan. They’ll be talking to industry experts and Dealers about the current Dealer response to tariffs, inventory, and people strategy. Show Notes with links: Auto Forum preview: Mike Cottone (Pres. Volvo), Randy Parker (CEO N.A. Hyundai/Genesis), Sen. Bernie Moreno, John Bozzella, Tom Doll President Trump is considering...

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15:02

Jeff Bezos’ Secret EV Startup, Polestar Conquests...

Automotive State of The Union ·

2025/04/14

Shoot us a Text. Episode #1017: Today we talk Polestar’s bold Tesla takedown with a $20K lease play, Jeff Bezos’ stealthy new EV startup with big aspirations, and GM’s pause on BrightDrop van production despite rock-bottom pricing. Show Notes with links: A secretive EV startup based in Michigan is gaining attention fast. Funded by Jeff Bezos and stocked with talent from Ford, GM, Harley-Davidson, and Stellantis, Slate Auto is taking a bold swing at building a $25,000 electric pickup.Founded...

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11:37

Why Subaru Is The Best at Giving Back

Automotive State of The Union ·

2025/04/12

Shoot us a Text. Today, Head Writer Chris Reeves joins the show to deliver hot takes on chicken, Thanksgiving and traditions, then pivots to talk about the Subaru Share The Love campaign and how Subaru of Jacksonville and Subaru Corporate raised a grand total of $205K for a local children's hospital just through car sales. Join hosts Paul J Daly and Kyle Mountsier as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed...

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14:32

Tariff Fears Cause 150K Sales In March, Tesla and...

Automotive State of The Union ·

2025/04/11

Shoot us a Text. Episode #1015: Today we’re diving into how global tensions are reshaping Tesla’s China strategy, why car buyers rushed showrooms ahead of auto tariffs, and why Harvard says better mentoring might be the secret to fixing retail’s revolving door of turnover. Show Notes with links: Tesla has stopped taking orders for its U.S.-made Model S sedans and Model X crossovers in China as trade tensions between the U.S. and China flare up once again.China will increase tariffs on U.S. ...

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17:06

No Relief for Auto Tariffs, Record 84-Month Loans,...

Automotive State of The Union ·

2025/04/10

Shoot us a Text. Episode #1014: Today, we’re covering President Trump’s pause on reciprocal tariffs leaves auto imports still facing steep duties, while a record number of buyers turn to 84-month loans to afford today’s rising prices. Show Notes with links: The auto industry is still squarely in the tariff crosshairs, even as President Trump backs off his broader reciprocal tariff plan. While a new 10% base tariff replaces most of the global duties, the 25% tariff on vehicles—and key materi...

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13:40

Auto Repairs About To Increase, EV Ranges By Month,...

Automotive State of The Union ·

2025/04/09

Shoot us a Text. Episode #1013: We cover the impact of upcoming tariffs on auto repair and insurance costs, seasonal shifts in EV range, and a new Pew survey revealing a major divide between AI experts and public opinion. Show Notes with links: Auto repair bills are on the verge of a sharp climb, and the clock is ticking. A 25% tariff on imported vehicles and auto parts, recently enacted by President Trump, officially takes effect May 3 — and it could add hundreds to even routine repair job...

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13:53

Lithia Targets Service and Parts, Dealers Invest In...

Automotive State of The Union ·

2025/04/08

Shoot us a Text. Episode #1012: Today we’re talking about Lithia Motors’ internal challenge to boost service growth, FM Capital’s $240M bet on auto tech startups—with strong dealer backing, and the mounting issues facing Tesla’s Cybertruck. Show Notes with links: Facing underperformance in its service and parts growth, Lithia Motors is turning inward, challenging its frontline teams to raise the bar and reclaim momentum in a key revenue area.Lithia’s Q4 same-store service and parts revenue ...

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16:12

OEM Tariff Plans, Toyota Eyes EVs, Gen Z Ditches...

Automotive State of The Union ·

2025/04/07

Shoot us a Text. Episode #1011: Today we’re breaking down the early fallout from sweeping auto tariffs, Toyota’s recalibrated EV strategy, and why Gen Z is ghosting credit cards. Show Notes with links: The 25% tariff on imported vehicles is forcing swift and varied responses from automakers, with some pulling back and others ramping up U.S. operations. The early shakeup shows just how disruptive the new trade landscape could become.Stellantis paused production at Canadian and Mexican plants...

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10:52

Scott Bieler’s Vision Comes to Life at Villa Maria...

Automotive State of The Union ·

2025/04/05

Shoot us a Text. Episode #1010: Head Writer Chris Reeves joins the show to not talk about tariiffs. Instead, we talk about stage names and the impact that dealers are making in their communities. What started as a press release a year ago is now a tangible symbol of community investment. The Scott Bieler Center for Academic Excellence is officially open, offering Villa Maria College students a place to connect, learn, and succeed. Bieler’s West Herr leadership mindset helped drive the project...

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16:13

Panic Buying/Selling: What Should My Inventory Level...

Automotive State of The Union ·

2025/04/04

Shoot us a Text. Episode #1009: Today we sit with COO of Matthews Auto Group Vincent Salvagni to discuss the question on every Dealer’s mind; What should I be doing with my inventory level? As consumers rush to beat tariffs, Dealers are worried about overpaying for replacement inventory and getting stuck holding the bag when things normalize. We also talk about Nissan delaying production cuts at its Smyrna, TN plant and Carvana's approach to the tariff headwinds. Show Notes wit...

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14:34

The Tariff Playbook, Ford Counters With Employee...

Automotive State of The Union ·

2025/04/03

Shoot us a Text. Episode #1008: Cars Commerce drops a no-nonsense playbook for dealers while Ford rolls out employee pricing for all as tariffs loom large. Meanwhile, Tesla’s Q1 delivery miss raises red flags far beyond a Model Y changeover. Show Notes with links: In a sweeping trade policy shift, Donald Trump announced a baseline 10% tariff on all imports; plus an additional 10–50% "reciprocal" tariff targets 60 nations with major U.S. trade deficits.Auto imports already under last w...

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18:07

Tariffs Drive Sales And Dealer Questions, Amazon’s AI...

Automotive State of The Union ·

2025/04/02

Shoot us a Text. Episode #1007: Consumers hit showrooms ahead of tariff hikes, juicing March sales and making record months and Q1s. Dealers like Rhett Ricart and Zac Kinch fielded a flood of buyers with questions and Amazon dropped Nova Act—an AI agent that shops, browses, and books like a pro. Spurred by tariff fear, consumers flooded showrooms in late March, giving the U.S. auto market a surge just in time for Q1 closings. The urgency sparked record performances for brands and sent retai...

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20:53

What Dealers Should Do About Tariffs Today with Brian...

Automotive State of The Union ·

2025/04/01

Shoot us a Text. Episode #1006: We’re joined by Brian Kramer, EVP of Cars Commerce to talk about the upcoming auto tariffs and how Tesla’s market share is declining. Plus, as the deadline to sell TikTok nears, some surprising potential buyers have emerged. Show Notes with links: As auto tariffs are set to go into effect (and potentially stick this time) on April 3, automakers have sent representatives to Washington to lobby directly with the Trump administration, arguing that tariffs on par...

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14:33

Top 150 Dealer Groups, Toyota’s Hybrid Demand, Job...

Automotive State of The Union ·

2025/03/31

Shoot us a Text. Episode #1005: The biggest dealership groups continue their march toward market dominance while Toyota’s hybrid boom is pushing suppliers to the limit. Meanwhile, Gen Z graduates face a tough reality as government hiring freezes throw career plans into chaos. Show Notes with links: The biggest names in auto retail continued their dominance in 2024, with the top 150 dealership groups expanding their footprint and market share. Growth, acquisitions, and shifting strategies de...

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11:00

Elking Auto Group Gives Smiles and Keys

Automotive State of The Union ·

2025/03/29

Shoot us a Text. Episode 1004: After we discuss the new name of this show (Automotive State of the Union), Paul and Kyle jump into a story Chris Reeves about the Elking Auto Group seeing a homeless mother and daughter in need and stepping up to help. Hosts: Paul J Daly and Kyle Mountsier Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-em...

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12:46

Tariff Reactions, Tax Deduction for Auto Loan...

Automotive State of The Union ·

2025/03/28

Shoot us a Text. Episode #1003: Dealers and analysts react to President Trump’s tariff order, as the administration considers a tax deduction for auto loan interest paid. Plus, Fisker Oceans have found new life as a rideshare fleet in NYC. Show Notes with links: Trump’s sweeping tariff order is shaking the auto world. The new 25% levy hits nearly all foreign-built vehicles and key components.Analysts predict $4K–$10K price hikes, and Cox Automotive warns that 30% of U.S. vehicle production ...

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1,202 results

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