Part 6/8:
There was also speculation on the future of the automotive industry with more autonomous vehicles potentially resulting in fewer units produced but increased utilization rates. Muckerman noted that the transition to autonomous vehicles could ultimately reshape usage patterns significantly, with vehicles remaining in constant operation rather than idle.
A Mailbag Query: Kinder Morgan vs. Spectra Energy
The episode rounded out with a listener question regarding which company is a better investment today—Kinder Morgan or Spectra Energy. Muckerman favored Spectra due to its higher dividend yield and strategic focus on natural gas pipelines. Crowe concurred, appreciating Spectra’s stable earnings outlook driven by their demand-oriented strategy.