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Analyst 01: Philippe Houchois
Manage episode 328999190 series 3351575
Content provided by Olaf Sakkers. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Olaf Sakkers or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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 or newsletter.
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
19 episodes
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Manage episode 328999190 series 3351575
Content provided by Olaf Sakkers. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Olaf Sakkers or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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 or newsletter.
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
19 episodes
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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Best Business Podcast (Gold), British Podcast Awards 2023 How do you build a fully electric motorcycle with no compromises on performance? How can we truly experience what the virtual world feels like? What does it take to design the first commercially available flying car? And how do you build a lightsaber? These are some of the questions this podcast answers as we share the moments where digital transforms physical, and meet the brilliant minds behind some of the most innovative products a ...
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…
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A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon. Want more Slate Money? Subscribe to Slate Plus to unlock weekly bonus episodes. Plus, you’ll access ad-free listening across all your favorite Slate podcasts. Subscribe now on Apple Podcasts by clicking “Try Free” at the top of our show page. Or, visit https://slate.com/moneyplus to get access wherever you listen.
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