In the first episode of our second season of RedBlue Conversations, co-host Prescott Watson speaks with 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 h…

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. Loo…

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 and dig deeper at 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…

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 o…

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-driv…

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…

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 and dig deeper at news.red.blue This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episode…

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 and dig deeper at 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…

During episode 3 of the Audiocast series we cover: The software-defined cabin American car obesity Visit us at red.blue and dig deeper at 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…

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 and dig deeper at news.red.blue This is a public episode. If you would like to discuss this with other subscribers or get access to…

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 and read more at 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…

During this episode we cover: The NIMBY trend in mobility China’s lead in battery technology for EVs Visit us at red.blue and dig deeper at 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…

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 A…

During this episode we cover: The software-defined cabin American car obesity Visit us at red.blue and dig deeper at 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.comBy Olaf Sakkers

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 …

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 and dig deeper at news.red.blue This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visi…

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 OE…

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 and read more at 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…

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 s…