- 19
- Episodes
- 2
- Ratings
- 2022
- First episode
About Newsletter Audiocast
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 redbluecapital.substack.com (https://redbluecapital.substack.com?utm_medium=podcast)
- Publisher
- Olaf Sakkers
- Category
- business · news
- Language
- en
- Explicit
- No
- First episode
- 16 May 2022
- Latest episode
- 31 Oct 2023
Latest episodes
19 episodes in the feed.
31 Oct 2023
Season 2 Ep 1: Nora Eckert on the UAW Strike
In the first episode of our second season of RedBlue Conversations, co-host Prescott Watson speaks with Nora Eckert (https://www.wsj.com/news/author/nora-eckert) 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. 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: * What’s behind UAW’s aggressive opening to this negotiation? Demands for a 40% wage increase and a 32 hour workweek are a response to BOTH 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. * Will increased labor costs really derail EVs? 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. For more, please visit our homepage (https://www.red.blue/) or newsletter. (https://news.red.blue/) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit redbluecapital.substack.com (https://redbluecapital.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
6 Oct 2022
Expert 04: Horace Dediu
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. For more, please visit our homepage (https://www.red.blue/) or newsletter. (https://news.red.blue/) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit redbluecapital.substack.com (https://redbluecapital.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
13 Sept 2022
Audiocast 06: can EVs scale(?!), battery sponges & urban trends
During episode 6 of the Audiocast series we cover: 🚧 What if EVs can’t scale? 🧽 Battery sponges & 💧 Lens of scarcity 🏘️ Urban trends Visit us at red.blue (http://red.blue) and dig deeper at news.red.blue (http://news.red.blue) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit redbluecapital.substack.com (https://redbluecapital.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
12 Sept 2022
Expert 03: Lior Steinberg
This episode we speak with Lior Steinberg, an urban planner and co-founder of Humankind, an urban planning firm based in Rotterdam. Lior and his team work with local governments on refactoring urban space through projects like dedicated micromobility lanes and increased green space - all through the lens of making cities more “people-centric.” In our discussion he describes his process for measuring the impact infrastructure changes makes in daily life, centered around projects he’s contributed to in Rotterdam. He also gives us a sneak preview of his upcoming children’s book “The Car That Wanted To Be A Bike.” For more, please visit our homepage (https://www.red.blue/) or newsletter. (https://news.red.blue/) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit redbluecapital.substack.com (https://redbluecapital.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
21 Aug 2022
Expert 02: Brad Templeton
In our second episode of the Expert series, RedBlue speaks with Brad Templeton, Chairman Emeritus of the EFF, the leading foundation protecting liberties and privacy in cyberspace. Brad was the founder and software architect of ClariNet Communications Corp., the world's first ever ".com" company. In the nineties, Brad became fascinated by self-driving cars, and went on to write a series of industry-leading essays, publish a robo-car blog, and consults for Google's AV team. We get asked all the time a set of questions about autonomous vehicles: When will they be here? Will people still drive when we have autonomous ridehailing? Will there be more or less cars in a world of robotaxis? Will autonomous trucking come before autonomous taxis? And of course: what about that trolley problem? Brad is probably the person in the world who has thought most about these questions and answers them very directly and clearly in this episode of the Expert Series podcast. Besides answering most of the big questions around autonomous vehicles, Brad explains why roads made of concrete are similar to the structure of the internet and we run through a scorecard of where various autonomous vehicle programs currently stand. For more, please visit our homepage (https://www.red.blue/) or newsletter. (https://news.red.blue/) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit redbluecapital.substack.com (https://redbluecapital.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
22 Jul 2022
Expert 01: Alain Bertaud
In our inaugural episode of the Expert series, RedBlue speaks with Alain Bertaud, Senior Fellow at New York University's Marron Institute of Urban Management. He is the author of a book about markets and the practice of urban planning titled “Order Without Design: How Markets Shape Cities” published by MIT Press in December 2018. Bertaud previously held the position of principal urban planner at the World Bank. After retiring from the Bank in 1999, he worked as an independent consultant. Prior to joining the World Bank he worked as a resident urban planner in a number of cities around the world: Bangkok, San Salvador (El Salvador), Port au Prince (Haiti), Sana’a (Yemen), New York, Paris, Tlemcen (Algeria), and Chandigarh (India). In this conversation, we cover a number of different topics, including how innovation can be leveraged in the process of helping cities to grow, the importance of humility at certain times for open planners, the importance of looking at data and information in order to get city planning right, and also the importance of acting in order to achieve specific outcomes. Alain grounds these lessons in very concrete examples of how different cities operate and different things have played out over the length of his career. For more, please visit our homepage (https://www.red.blue/) or newsletter. (https://news.red.blue/) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit redbluecapital.substack.com (https://redbluecapital.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
22 Jul 2022
Audiocast 05: AV weirdness, private transit startups & European micromobility
During episode 5 of the Audiocast series we cover: 🤖 We’re in the weird phase in AV deployments 🔮 The future of private transit startups 🚲 Micromobility vs cars in Europe (and beyond) Visit us at red.blue (http://red.blue) and dig deeper at news.red.blue (http://news.red.blue) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit redbluecapital.substack.com (https://redbluecapital.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
20 Jul 2022
Audiocast 04: Mobility NIMBYism & China's battery lead
During episode 4 of the Audiocast series we cover: The NIMBY trend in mobility China’s lead in battery technology for EVs Visit us at red.blue (http://red.blue) and dig deeper at news.red.blue (http://news.red.blue) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit redbluecapital.substack.com (https://redbluecapital.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
20 Jul 2022
Audiocast 03: software-defined cabin & American car obesity
During episode 3 of the Audiocast series we cover: The software-defined cabin American car obesity Visit us at red.blue (http://red.blue) and dig deeper at news.red.blue (http://news.red.blue) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit redbluecapital.substack.com (https://redbluecapital.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
20 Jul 2022
Audiocast 02: quick commerce, battery prices & car crashes
During episode 2 of the Audiocast series we cover: Hype cycle: 15 min delivery edition Battery prices going the wrong way and other threats to scaling EVs American roadways hit a new low - er, high Visit us at red.blue (http://red.blue) and dig deeper at news.red.blue (http://news.red.blue) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit redbluecapital.substack.com (https://redbluecapital.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
20 Jul 2022
Audiocast 01: tech stocks, Uber v Lyft, the EV race & fleetification
During episode 1 of the Audiocast series we cover: Blood on the trading floor Uber & Lyft: tale of two companies Passenger EV race Fleetification Visit us at red.blue (http://red.blue) and read more at news.red.blue (http://news.red.blue) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit redbluecapital.substack.com (https://redbluecapital.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
5 Jul 2022
Newsletter Audiocast - 05Jul22
During this episode we cover: The NIMBY trend in mobility China’s lead in battery technology for EVs Visit us at red.blue (http://red.blue) and dig deeper at news.red.blue (http://news.red.blue) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit redbluecapital.substack.com (https://redbluecapital.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
5 Jul 2022
Analyst 04: Arndt Ellinghorst
In episode 4 of the Analyst series, we speak with Arndt Ellinghorst, whose career across equity research had him recognized as Europe’s top auto analyst. Arndt has long been an expert source on VW, Daimler and BMW. When he switched industries last year, the Financial Times published what could almost be called a eulogy, where Joe Miller described Arndt’s departure from research as leaving deadline-bound journalists bereft. Arndt talks about the research industry, how US, European and Japanese markets differ, the role shareholder activism has played in transforming companies, and his views of the biggest risks & opportunities for European carmakers. A little something special, too - Arndt’s a bit of a race car driver and we talk about his vintage Porsches at Le Mans. Visit us at red.blue (http://red.blue) and dig deeper at news.red.blue (http://news.red.blue) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit redbluecapital.substack.com (https://redbluecapital.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
17 Jun 2022
Newsletter Audiocast - 17Jun22
During this episode we cover: The software-defined cabin American car obesity Visit us at red.blue (http://red.blue) and dig deeper at news.red.blue (http://news.red.blue) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit redbluecapital.substack.com (https://redbluecapital.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
17 Jun 2022
Analyst 03: Dan Levy
In episode 3 of the Analyst series, we speak with Dan Levy, who leads Autos coverage at Credit Suisse. Dan ranked as a runner-up in the 2020 II All-America Research survey, his first year of formally covering the Autos & Auto Parts sector. He joined Credit Suisse in 2018. Prior to joining Credit Suisse, Dan spent 7 years at Barclays as part of the US Autos equity research team. We dive into how the automotive industry has changed from being a purely cyclical business to one in which secular trends are coming to define and change the way in which car companies are understood and evaluated. We unpack Dan's Two Clocks Analogy as a tool for evaluating both the near term and the long term for automotive companies. We discuss specific examples of how companies like Aptiv, General Motors and Ford are leveraging narrative to explain both the near term of how they're maintaining their businesses and the longterm of how they're preparing for the transition and opportunities that lie ahead. Visit us at red.blue (http://red.blue) and dig deeper at news.red.blue (http://news.red.blue) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit redbluecapital.substack.com (https://redbluecapital.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
2 Jun 2022
Newsletter Audiocast - 02Jun22
During this episode we cover: Hype cycle: 15 min delivery edition Battery prices going the wrong way and other threats to scaling EVs American roadways hit a new low - er, high Visit us at red.blue (http://red.blue) and dig deeper at news.red.blue (http://news.red.blue) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit redbluecapital.substack.com (https://redbluecapital.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
2 Jun 2022
Analyst 02: Itay Michaeli
In episode 2 of the Analyst series, we speak with Itay Michaeli, who leads Autos coverage at Citi. Itay has covered autos since just before the ‘08 crash, and emerged from that period making early and correct calls on, among other things, the strong rebound of trucks & SUVs which of course are today the most important profit drivers for American OEMs. We covered everything from how to use - and not use - consumer sentiment & purchase activity to forecast trends, to the impact that COVID will have on long term US car ownership rates. Visit us at red.blue (http://red.blue) and dig deeper at news.red.blue (http://news.red.blue) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit redbluecapital.substack.com (https://redbluecapital.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
18 May 2022
Newsletter Audiocast - 19May22
During this episode we cover: Blood on the trading floor Uber & Lyft: tale of two companies Passenger EV race Fleetification Visit us at red.blue (http://red.blue) and read more at news.red.blue (http://news.red.blue) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit redbluecapital.substack.com (https://redbluecapital.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
16 May 2022
Analyst 01: Philippe Houchois
In our inaugural episode of the Analyst series, RedBlue speaks with Philippe Houchoise, managing director at Jefferies and head of their equity research for the automotive sector. Philippe has been covering autos in the US and Europe since the early 2000s and was notable for being among the earlier analysts to turn very bullish on Tesla. Philippe shares his view on how cars can create and capture more value by taking on roles beyond transportation. He also shares several moments from his career that really stood out - people he met, things he saw that he just knew were different. He starts with the late Sergio Marchionne, the celebrated former head of Fiat-Chrysler and how his outsider perspective was key to turning the company around. Next, we look at a factory tour that Philippe took part in at Tesla in 2018. For more from us, please visit our homepage (https://www.red.blue/) or newsletter. (https://news.red.blue/) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit redbluecapital.substack.com (https://redbluecapital.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
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