Why Auto Stocks Are Off to a Flying Start in 2018

The transcript discusses the global auto market, highlighting the undervaluation of OEM stocks like Fiat Chrysler and Volkswagen. It explores Volkswagen's brand value, leadership changes, and strategic direction, including potential IPOs. The impact of technology on the auto industry is also examined, emphasizing opportunities for innovation and collaboration with tech companies.

What factors contribute to the attractiveness of certain automotive stocks according to the text?

What challenges does Matthias Müller face as the CEO of Volkswagen according to the discussion?

How does the speaker perceive the current market situation for Volkswagen and its brands?

What are the potential strategies mentioned for Volkswagen to unlock value in its brands?

What are the implications of the current trends in the automotive industry for future investments?

What is the significance of the Consumer Electronics Show (CES) in relation to the automotive industry?

How does the speaker view the relationship between technology companies and the automotive industry?