The following video is part of our "Motley Fool Conversations" series, in which, Andrew Tonner, technology editor and analyst, and Brendan Byrnes, industrials editor and analyst, discuss topics across the investing world.

In today's edition, they discuss how automakers are highly cyclical. With rough news from floods in Thailand, a weak economy, and a rising yen (for the Japanese automakers), will the tide ever turn in automakers' favor?

Editor's note: In the video, Andrew meant to state that Honda's incentives decreased by 14% in November.

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This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.