During episode 1 of the Audiocast series we cover:

• Blood on the trading floor
• Uber & Lyft: tale of two companies
• Passenger EV race
• Fleetification

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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

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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 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 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 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.com

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 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 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, visit redbluecapital.substack.com

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 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 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 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.

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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