How Much Can EV Credits End Change the Auto Industry? @WSJPodcasts
How Much Can EV Credits End Change the Auto Industry?  @WSJPodcasts
Uploaded October 2025 | Updated September 2026, 2 weeks ago
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?

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How Much Can EV Credit's End Change the Auto Industry?

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