July 20, 2022

“Taking Risks, Changing The Business, And Not Being Constrained By Tradition” Featuring Henrik Fisker, Fisker Inc.

We had the great opportunity today to host a friend and longtime auto industry entrepreneur, Henrik Fisker, CEO of Fisker Inc., for our first electric car-focused episode. Henrik is a leading automotive designer and some of his creations include the BMW Z8, Aston Martin DB9, Viking motorcycle, Fisker Karma, and Force 1, to name a few. He also previously held executive positions at Ford Motor Company and Aston Martin Lagonda Ltd. Simply put, his impressive career is something us car nerds can only dream of, and we were thrilled to visit with him and discuss the new Fisker Ocean electric SUV.

Our conversation had a few major themes: electric car development, supply chains, consumer attitudes, the hybrid market, adoption rate of EVs, Fisker's strategic partnerships and outsourced manufacturing, and a few of the ways Fisker has separated themselves from competitors with pricing, range, and unique design features. It was also fascinating to hear Fisker's vision for a fully online consumer experience from purchasing to delivery to maintenance and how they are reimagining the traditional dealership design. Before Henrik got away, we couldn't help ourselves… we asked him about his favorite cars of all time. He had some great answers!

To kick us off, Mike Bradley presented a summary of this week's equity & commodity performance and interesting headlines, and also flagged that we are headed into Q2'22 earnings with OFS reporting this week. Colin Fenton expanded on Mike's thoughts with an international update on markets, changes in G7 leadership, Nord Stream gas flows, and a key fertilizer production statistic from this week.

We had a lot of fun spending time with Henrik and are excited to follow Fisker's future. Thanks to you all for watching!

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May 20, 2022

“No One Is Focused On Capacity” Featuring David Tudor, Associated Electric Cooperative Inc.

We are powered up for a Special Edition COBT with our good friend, David Tudor. David is the Chief Executive Officer and General Manager of Associated Electric Cooperative Incorporated (AECI), a member-owned electric co-op serving two million customers in Missouri, Iowa and Oklahoma.

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Featured guest on this show include: