Eisman Owns GM, Says He Covered Tesla Short `A While Ago'

The video discusses portfolio management with a focus on a holistic approach, particularly in the auto industry. It explores the decision-making process behind shorting Tesla and contrasts it with GM's transformation from a car to a truck company with a focus on autonomous driving. The discussion highlights GM's improved management and financial health, comparing it to Tesla's vision of dominating the electric vehicle market. The video concludes with a comparison of GM and Tesla's future in autonomous driving.

What does the speaker mean by stating that sometimes there is no 'why' in market movements?

Discuss the implications of a company being described as a 'truck company' rather than a 'car company'.