by Olaf Sakkers
Welcome to RedBlue Capital's Newsletter Audiocast where we dive into key themes in the market in a concise yet comprehensive manner. Visit us at red.blue and read more at news.red.blue <br/><br/><a href="https://redbluecapital.substack.com?utm_medium=podcast">redbluecapital.substack.com</a>
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5/16/2022
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October 31, 2023
<p>In the first episode of our second season of RedBlue Conversations, co-host Prescott Watson speaks with <a target="_blank" href="https://www.wsj.com/news/author/nora-eckert"><strong>Nora Eckert</strong></a> to discuss the UAW strike and ongoing labor negotiations of September & October 2023. Nora is a reporter with the Wall Street Journal focused on the major American carmakers and is part of the Journal’s leading automotive team.</p><p>Nora has spent much of the last two months embedded in the negotiations, and we are lucky to have her as a conversation partner. We discuss:</p><p>* <strong>What’s behind UAW’s aggressive opening to this negotiation?</strong> Demands for a 40% wage increase and a 32 hour workweek are a response to <strong>BOTH</strong> a 30-year decline in labor’s power in the American auto industry. But they are also a result of a very specific set of political circumstances in Union leadership with the rise of Shawn Fain.</p><p>* <strong>Will increased labor costs really derail EVs?</strong> Nora and Prescott dive into the arguments from both labor and management. How deeply will increased labor costs in both legacy and new factory roles impact the profitability of EV lines for Ford, GM and Stellantis? Hint: the major losses all three are incurring on their EV product lines may start with labor, but they certainly do not end there.</p><p>For more, please visit our <a target="_blank" href="https://www.red.blue/">homepage</a> or <a target="_blank" href="https://news.red.blue/">newsletter.</a></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://redbluecapital.substack.com?utm_medium=podcast&utm_campaign=CTA_1">redbluecapital.substack.com</a>
October 6, 2022
<p>In this episode we speak with Horace Dediu, the co-founder of Micromobility Industries and one of the earliest and most influential voices in the world of micromobility. A longtime Apple analyst, his insights into the adoption curve of products like the iPhone informed how he began to look at consumer interest in e-bikes and, later, e-scooters. Looking at the state of micromobility today we touch on flash points, like the near-collapse of one-time leaders like Bird and Lime. “What went wrong,” quickly morphs into “what is still likely to go right,” and Horace takes a generally positive long-term view of the role that micromobility will play in cities around the world. We debate the importance of America as a battleground for micromobility policy: Will progress elsewhere make up for America’s micromobility backwardness or is it critical to change America? This turns out to be a critical and contentious question.</p><p>For more, please visit our <a href="https://www.red.blue/" target="_blank">homepage</a> or <a href="https://news.red.blue/" target="_blank">newsletter.</a></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://redbluecapital.substack.com?utm_medium=podcast&utm_campaign=CTA_1">redbluecapital.substack.com</a>
September 13, 2022
<p>During episode 6 of the Audiocast series we cover:</p><ul><li>🚧 What if EVs can’t scale?</li><li>🧽 Battery sponges & 💧 Lens of scarcity</li><li>🏘️ Urban trends</li></ul><p>Visit us at <a href="http://red.blue" class="linkified" target="_blank">red.blue</a> and dig deeper at <a href="http://news.red.blue" class="linkified" target="_blank">news.red.blue</a></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://redbluecapital.substack.com?utm_medium=podcast&utm_campaign=CTA_1">redbluecapital.substack.com</a>
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Welcome to RedBlue Capital's Newsletter Audiocast where we dive into key themes in the market in a concise yet comprehensive manner.
Visit us at red.blue and read more at news.red.blue <br/><br/><a href="https://redbluecapital.substack.com?utm_medium=podcast">redbluecapital.substack.com</a>
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