
In this episode, Jeet Mukherjee and Pete Morelli join Tracy Dent to break down Ferrari’s differentiation and quality of revenue strategy, Honda & Nissan’s $60B deal collapse, and Nike's possible path to a comeback.
We discuss:
- How Ferrari became the most valuable carmaker in Europe at a $90B valuation
- What the Honda-Nissan failed merger tells us about the auto market
- How Nike’s new partnership is a comparison to their Michael Jordan era - and what it tells us about today's consumer markets
CHAPTERS
00:00 Introductions
00:31 WSJ:The Wild Economics Behind Ferrari’s Domination of the Luxury Car Market https://www.wsj.com/articles/the-wild-economics-behind-ferraris-domination-of-the-luxury-car-market-8427dff0
18:21 Forbes: Honda CEO Plays Hardball By Demanding That Nissan CEO Resign https://www.forbes.com/sites/peterlyon/2025/02/22/honda-ceo-insists-nissan-ceo-must-resign-for-merger-to-go-ahead/
21:56 Predictions for the auto manufacturer market
26:26 The New York Times: Nike Bets Big on Kim Kardashian https://www.nytimes.com/2025/02/18/style/nike-skims-kim-kardashian.html
Jeet’s LinkedIn: https://www.linkedin.com/in/jeet-mukherjee-58462a1/
Pete’s LinkedIn: https://www.linkedin.com/in/petermorelli/
Tracy’s LinkedIn: https://www.linkedin.com/in/tracyleighdent/