Podcasts about BYD

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Best podcasts about BYD

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Latest podcast episodes about BYD

The Fully Charged PLUS Podcast
The End of The Beginning For Fully Charged As Fight for Cleaner Technologies Gets Dirty...

The Fully Charged PLUS Podcast

Play Episode Listen Later Jul 7, 2025 63:56


 It's been 15 years since Fully Charged first launched — and a lot has changed. In this special episode, Robert Llewellyn, Dan Caesar, and Imogen Bhogal gather in Robert's kitchen to reflect on the journey from a YouTube side hustle to a global phenomenon. From the first EV reviews to launching 20+ events worldwide, they dive into the origins of the show, how the name “Everything Electric” came to be, the real story behind sponsored content and trust and what's next for the Fully Charged Show....  @fullychargedshow   @EverythingElectricShow   0:00 Intro: 15 Years of Fully Charged  1:45 How Robert's time in California inspired the show  4:30 Meeting engineers working on early EVs & Tesla  7:10 A pivotal episode of Top Gear...  8:30 The early days of making episodes with no budget  10:40 The moment Dan Caesar entered the picture  13:00 Leaving the fossil fuel industry to promote renewables  15:10 Why Fully Charged started doing live events  17:40 The first Fully Charged LIVE at Silverstone  20:25 From YouTube channel to global community  23:30 Behind the scenes of BYD and the “sponsored” content debate  28:10 Why the team stays editorially independent  31:00 The rebrand to “Everything Electric”  33:15 Events as the heart of community and credibility  35:50 What's next for the show and the clean energy mission     Why not come and join us at our next Everything Electric expo: https://everythingelectric.show Check out our sister channel: https://www.youtube.com/@fullychargedshow Support our StopBurningStuff campaign: https://www.patreon.com/STOPBurningStuff Become a Fully Charged SHOW Patreon: https://www.patreon.com/fullychargedshow Become a YouTube member: use JOIN button above Buy the Fully Charged Guide to Electric Vehicles & Clean Energy : https://buff.ly/2GybGt0 Subscribe for episode alerts and the Fully Charged newsletter: https://fullycharged.show/zap-sign-up/ Visit: https://FullyCharged.Show Find us on X: https://x.com/Everyth1ngElec Follow us on Instagram: https://instagram.com/fullychargedshow To partner, exhibit or sponsor at our award-winning expos email: commercial@fullycharged.show Everything Electric CANADA - Vancouver Convention Center - 5th, 6th & 7th September 2025 Everything Electric SOUTH (UK) - Farnborough International - 10th, 11th & 12th October 2025 Everything Electric AUSTRALIA VIC - 14th, 15th & 16th November 2025

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Musk Gets Political, China's EV Bloodbath, Helicopter Goodbye

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Jul 7, 2025 11:56 Transcription Available


Shoot us a Text.Episode #1088: We're kicking off the week with Elon Musk mixing politics and business, a brutal forecast for China's crowded EV market, and one unforgettable funeral send-off in Detroit.Show Notes with links:Elon Musk's creation of the “America” political party is fueling investor anxiety as Tesla faces a pivotal year marked by declining sales, shifting strategy, and mounting public scrutiny.Musk aims to influence key House and Senate races in 2026 via his new party, but analysts fear it could distract from Tesla's core business and turnaround plans.Tesla's global sales fell 13% in Q2; shares are down 20% year-to-date amid shifting investor sentiment.Consumer surveys show Tesla's brand perception continuing to erode in the U.S., ranking last among 19 EV makers in a May survey.Azoria Partners delayed its Tesla ETF launch, citing conflict with Musk's CEO responsibilities.“I encourage the Board to…evaluate whether [Musk's ambitions] are compatible with his full-time obligations,” said Azoria CEO James Fishback.A new report by AlixPartners projects that only 15 out of 129 EV and plug-in hybrid brands in China will survive through 2030, as fierce competition and overcapacity push the market toward consolidation.The surviving 15 brands are expected to control 75% of the market, each selling over 1 million units annually.Most Chinese EV makers remain unprofitable with the current market driving innovation and unsustainable pricing models; only BYD and Li Auto have achieved full-year profitability.Despite low profitability, regional governments may continue to support struggling brands to protect local economies.“This environment has driven remarkable advances...but it has also left many companies struggling,” said Stephen Dyer of AlixPartners.Meanwhile, Sony Honda Mobility's operating loss more than doubled to ¥52B ($362M) as it pushes to launch the Afeela EV this year.Darrell Thomas, a beloved Detroit car wash owner and NHRA-licensed drag racer, was known for his generosity. At his funeral, his family honored that legacy in dramatic fashion—showering the community with rose petals and $5,000 in cash from a helicopter during a public celebration of his life.The tribute shut down a stretch of Gratiot Avenue in front of Showroom Shine Express.The family says they informed police, though DPD claims they weren't told about the money drop.The FAA has launched an investigation into the aerial drop, but no action is expected from local authorities, according to Detroit Police.“This was a final expression of love from him to the community because he was a giver,” said niece Crystal Perry.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Alles auf Aktien
Musks Polit-Salto und die Lieblingsaktien der Deutschen

Alles auf Aktien

Play Episode Listen Later Jul 7, 2025 20:44


In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über die Angst vor Zollbriefen, die Favoriten der YOLO-Community und die Gewinner der One Big Beautiful Bill. Außerdem geht es um Aeva Technologies, Carvana, Avis, Hertz, WisdomTree NASDAQ 100 3x Daily Leveraged (WKN: A3GL7E), Caterpillar, Dow, Amgen, Pfizer, Johnson&Johson, Verizon, UPS, Altria, Tyson Foods, LyondellBasell, Lockheed Martin, General Dynamics, Northrop Grumman, Munich Re (Münchener Rück), Hannover Rück, Rheinmetall, iShares Edge MSCI USA Value Factor ETF (WKN: A2AP35), Nvidia, Apple, Amazon, BYD, Xiaomi, Alphabet, Palantir, D-Wave Quantum, Renk, Hensoldt, Allianz, Deutsche Bank, Siemens Energy, Thyssenkrupp, Deutsche Telekom, Mercedes-Benz, Volkswagen, Strategy, Coinbase, Commerzbank und Aena. Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Cars The Podcast
Rebroadcast: Don't let dealers run up your budget. Keep in mind actual needs. Seek advice from your mechanic. Where journalists misread buyers.

Cars The Podcast

Play Episode Listen Later Jul 5, 2025 28:09


We love to hear from you! CarsThePodcast@gmail.com. We'd love your suggestions for future topics. Please take time to rate & review at Apple Podcasts!

EV Insurance Is Out of Control: 10 Ways to Slash Your Premium Today

Play Episode Listen Later Jul 4, 2025 5:16


EV owners are getting blindsided by soaring insurance costs. Some drivers are paying 44% more than they would for a gas car—and most have no idea why. In this episode, we break down what's really driving these price spikes. From costly battery repairs to limited repair networks, you'll hear exactly why electric vehicle insurance has become unaffordable for many. But more importantly, we're giving you 10 real ways to cut your premiums—no fluff, no sales pitch. Just smart strategy that could save you hundreds every year. You'll learn:Why EVs cost so much to insure in 2025How telematics can help lower your ratesWhat discounts you're probably missing out onWhen bundling or increasing your deductible makes senseWhich insurers are quietly raising rates the fastestWhether you drive a Tesla, a BYD, a Rivian or a Leaf, this episode will show you how to fight back against rising costs—before your next renewal shocks your wallet.

Ciência Sem Fim
AS MAIORES DESCOBERTAS NOS 3 ANOS DO JAMES WEBB [SACANI RESPONDE] - Ciência Sem Fim #303

Ciência Sem Fim

Play Episode Listen Later Jul 3, 2025 121:19


No episódio de Hoje do Ciêcia Sem Fim, Sacani responde perguntas do público! Prepare-se para aprender!----------------------------Descubra a tecnologia dos carros BYD! Conheça os modelos BYD Dolphin Plus e BYD Song Plus e agende seu test drive. https://www.byd.com/br/agende-test-drive https://www.goldenpill.com.br/ad/dc-byd-csf-abril

Tu dosis diaria de noticias
03 de julio - ¿Vector, la firma financiera, sí tiene vínculos con el crimen organizado?

Tu dosis diaria de noticias

Play Episode Listen Later Jul 3, 2025 11:49


El País reveló que la Fiscalía General de la República abrió una carpeta de investigación por una transferencia de más de 100 millones de pesos a Vector por parte de una empresa fachada del Cártel de Sinaloa. Se trata de una de las firmas financieras más influyentes de México, que fue señalada por vínculos con el narcotráfico por el Departamento del Tesoro estadounidense. P. Diddy fue declarado culpable de dos cargos relacionados con prostitución, aunque fue absuelto de las acusaciones más graves en su contra.Además… El huracán Flossie se degradó a categoría 2; El Parlamento de Irán aprobó suspender toda la cooperación del país con la OIEA; BYD canceló la construcción de una nueva planta en México; El dalái lama confirmó que tendrá un sucesor tras su muerte; MUBI confirmó la cancelación del MUBIFest; Y tenemos los nominados a los premios Ariel 2025.Y para #ElVasoMedioLleno… Según el Colegio de Químicos de Puerto Rico, las canciones de Bad Bunny activan neurotransmisores como la dopamina, serotonina y oxitocina.Para enterarte de más noticias como estas, síguenos en redes sociales. Estamos en todas las plataformas como @telokwento. Hosted on Acast. See acast.com/privacy for more information.

The John Batchelor Show
PREVIEW CHINA EVS: Colleague Fraser Howie comments that there will be controls on imported PRC EVs like BYD because of security and privacy. More.

The John Batchelor Show

Play Episode Listen Later Jul 2, 2025 1:36


PREVIEW CHINA EVS: Colleague Fraser Howie comments that there will be controls on imported PRC EVs like BYD because of security and privacy. More. 1942

Azeem Azhar's Exponential View
What 72hrs in China taught me about the future (AI, EVs, more)

Azeem Azhar's Exponential View

Play Episode Listen Later Jul 2, 2025 22:19


In this episode, I reflect on a whirlwind three-day visit to China - my first in over 20 years. And what I saw was remarkable. The infrastructure puts most of the West to shame. The AI isn't just hype - it's working at serious scale. And the electric vehicles? They're about to steamroll the global auto industry. Here's what really struck me during my whirlwind trip to Beijing and beyond.In this episode you'll hear:Infrastructure built at speed: Beijing's immaculate airport, 300 km/h rail to Tianjin for £17, and pristine expressways that put US infrastructure to shame.Verticalised AI in action: While Chinese labs trail US frontier models and face compute constraints, they're excelling in verticals - profitable robotaxis in Wuhan, healthcare AI analyzing 5.5 billion medical records, and Squirrel AI's $200m education platform that outperforms China's best human teachers.EV cost leadership is set: Chinese electric vehicles are absolutely remarkable. Years of vicious domestic competition have created incredible innovation and cost discipline that will hit European carmakers like a sledgehammer.The air quality transformation: Beijing at 37°C was clean enough for a morning run, thanks to widespread EV adoption.Scale that defies comprehension: Convention centers 100 times the size of Union Square, cities of 20 million people, and AI platforms serving tens of millions of users.Our new showThis was originally recorded for “Friday with Azeem Azhar”, a new show that takes place every Friday at 9am PT and 12pm ET. You can tune in through my Substack linked below.The format is experimental and we'd love your feedback, so feel free to comment or email your thoughts to our team at live@exponentialview.co.Azeem's links:Substack: https://www.exponentialview.co/Website: https://www.azeemazhar.com/LinkedIn: https://www.linkedin.com/in/azhar?originalSubdomain=ukTwitter/X: https://x.com/azeemTimestamps:(00:00) Surprises at the airport(01:21) Immense scale(01:54) 3 areas of interest(02:37) Chinese infrastructure and engineering(03:22) ~180mph train, £17 fare(04:29) Multi-lane expressways built for scale(05:55) Development of AI in china(06:09) China leans into vertical AI(08:12) Apollo robotaxis: unit-cost positive(09:33) Yidu Tech: 5.5B health records(10:35) Squirrel AI outperforms top teachers(14:29) EVs & clean air(16:14) BYD x Octopus: earn by charging(18:30) EV boom improves Beijing air(19:56) Luxury Chinese EV interior(21:08) Closing thoughtsProduction by supermix.io and EPIIPLUS1 Ltd.

Not Investment Advice
222: AMA - 1% Products, Dream Businesses, Disagreements, BYD vs. Tesla & is UBI a Good Idea?

Not Investment Advice

Play Episode Listen Later Jul 2, 2025 42:55


The NIA boys do an AMA where they discuss 1% Products, Dream Businesses, Disagreements, BYD vs. Tesla & is UBI a Good Idea?Timestamps:(00:00:00) - Intro(00:01:28) - 1% Products(00:08:37) - Dream Businesses(00:17:59) - Disagreements(00:24:27) - BYD vs. Tesla (00:29:44) - is UBI a Good Idea?What Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.Subscribe + listen on your fav podcast app:Apple: https://pod.link/notadvicepod.appleSpotify: https://pod.link/notadvicepod.spotifyOthers: https://pod.link/notadvicepodListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:http://twitter.com/bzaidihttp://twitter.com/trungtphanhttp://twitter.com/jackbutcherhttp://twitter.com/niapodcast Hosted on Acast. See acast.com/privacy for more information.

Handelsblatt Morning Briefing
„Big Beautiful Bill“: Gesetz könnte die US-Gesellschaft verändern

Handelsblatt Morning Briefing

Play Episode Listen Later Jul 2, 2025 8:28


Nahost-Waffenstillstand, Einwanderungs-Eskalation und nun die „Big Beautiful Bill“ durch den Senat gebracht: Gemessen an eigenen Maßstäben ist Donald Trump derzeit unheimlich erfolgreich.

maydornsmeinung
S&P 500, Bitcoin, Tesla, BYD, Xpeng, Ford, Rivian, Standard Lithium, Li-FT Power

maydornsmeinung

Play Episode Listen Later Jul 2, 2025 25:38


Von Sommerflaute nichts zu spüren: Der Dow Jones ist kurz davor, auf ein neues Allzeithoch zu steigen, dem S&P 500 ist das bereits gelungen. In einer neuen Folge Maydorns Meinung analysieren Börsenexperte Alfred Maydorn und Moderator Marco Uome die neuesten Entwicklungen am Gesamtmarkt. Außerdem im Fokus: Bitcoin, Tesla, BYD, Xpeng, Ford, Rivian, Standard Lithium, Li-FT Power Hinweis: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlageempfehlungen dar. Die Moderatoren oder der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen.

Pivot
China's EV Power Play, AI Career Choices, and Time Travel

Pivot

Play Episode Listen Later Jul 1, 2025 51:41


Kara and Scott are opening up the listener mailbag, and taking questions from Pivot fans! They discuss why China's BYD electric vehicles are so innovative, and what would happen if the cars ever came to the U.S. Then, some parenting advice on navigating career choices in the age of AI, and how to have "The Talk" with your kids. Plus, why tech launches don't thrill us like they used to, and a question on time travel! Watch this episode on the ⁠⁠Pivot YouTube channel⁠⁠. Follow us on Instagram and Threads at ⁠⁠@pivotpodcastofficial⁠⁠. Follow us on Bluesky at ⁠⁠@pivotpod.bsky.social⁠⁠. Follow us on TikTok at ⁠⁠@pivotpodcast⁠⁠. Send us your questions by calling us at 855-51-PIVOT, or at ⁠⁠nymag.com/pivot⁠⁠. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Autoline Daily - Video
AD #4086 - Car Dealers to Congress: Keep the EV Incentives!; U.S. Used Car Prices Up 40%; Xiaomi YU7 Gets Stunning Sales Orders

Autoline Daily - Video

Play Episode Listen Later Jun 27, 2025 10:37


- Car Dealers to Congress: Keep the EV Incentives! - U.S. Used Car Prices Up 40% - Xiaomi YU7 Gets Stunning Sales Orders - Xiaomi YU7 vs. Tesla Model Y - Xiaomi's Founder Now Richest Man in China - Chinese OEMs Put Tesla Model Y in Their Crosshairs - Uber In Talks to Buy Pony.AI U.S. Ops - BYD To Buy Austrian Steel - Car Ship Sinking Cost Over $560 Million - Autoline Poll: U.S. EV Incentives

Autoline Daily
AD #4086 - Car Dealers to Congress: Keep the EV Incentives!; U.S. Used Car Prices Up 40%; Xiaomi YU7 Gets Stunning Sales Orders

Autoline Daily

Play Episode Listen Later Jun 27, 2025 10:23


- Car Dealers to Congress: Keep the EV Incentives! - U.S. Used Car Prices Up 40% - Xiaomi YU7 Gets Stunning Sales Orders - Xiaomi YU7 vs. Tesla Model Y - Xiaomi's Founder Now Richest Man in China - Chinese OEMs Put Tesla Model Y in Their Crosshairs - Uber In Talks to Buy Pony.AI U.S. Ops - BYD To Buy Austrian Steel - Car Ship Sinking Cost Over $560 Million - Autoline Poll: U.S. EV Incentives

Capital Economics Weekly Briefing
The global economy's fragile underpinnings plus BYD, DeepSeek and China's productivity problems

Capital Economics Weekly Briefing

Play Episode Listen Later Jun 27, 2025 32:53


A ceasefire in the Middle East. A US-China deal. Relatively benign dataflow. The S&P 500 back at a record high. But are things really looking up? Group Chief Economist Neil Shearing is on The Weekly Briefing from Capital Economics to talk to David Wilder about fragilities under the surface of the global economy. He discusses worldwide fiscal risks, why there's less to see with that US-China deal and those divisions on the FOMC. Also on the show, BYD and DeepSeek may be in the spotlight, but their rise reflects deeper structural flaws in China's economy. They're a sign of economic success, but also of the growing distortions in the government's industrial strategy – weaknesses that are increasingly evident in China's dismal productivity data. Chief Asia Economist Mark Williams has been delving into the details of Xi Jinping's industrial roadmap and the productivity data to tell David what this all says about China's economic outlook.Events and analysis referenced in this podcast:Read: China's push for innovation is not lifting productivityRoundtable: One year on: Is the UK government boosting growth?Read: Fed independence not a concern for markets, yetRead: APAC Commercial Property Outlook: Values to fall as region's markets struggle to recoverData: APAC Commercial Property

EV News Daily - Electric Car Podcast
A New Podcast Mini Series! Welcome to…EV NEWS CHINA

EV News Daily - Electric Car Podcast

Play Episode Listen Later Jun 26, 2025 12:07


Welcome to pilot episode, or probably better to call it Episode Zero of EV News China – a limited-run of podcasts I'll be doing from next Monday and then every weekday in July. I'll be sharing insights into China's EV revolution for listeners worldwide. I'm Martyn Lee, and EV News China is not replacing EV News Daily. Let me say first up, I'll be here with the usual global take on the EV industry.  Instead, this will be series of bonus shows, which I hope will be essential listening for anyone interested in, or doing business with, the world's electric vehicle superpower. I wanted to drop a pilot episode to explain my thinking, and what a moment to launch. China has just reached an historic milestone that changes everything in the global automotive industry. In May 2025, plugin electric vehicles captured 53% of China's passenger car market – meaning electric vehicles are now outselling traditional gasoline cars for the first time in history. Think about that for a moment. The world's largest car market has just tipped electric. This isn't a prediction anymore – it's reality. After 7 years of doing this podcast, pretty much every day apart from some breaks when we had two new additions to our family, or some mental health breaks, I've been doing this 7 days a week. And I can't tell you a time when I've been more fascinated about how the rest of the world views the Chinese EV market. And in many cases, how it's still a blind spot for them. The Numbers That Matter Let me put this in perspective with some hard data that business leaders need to understand. Plugin vehicle sales in China topped one million units in May alone – in a market of 1.9 million total passenger vehicles. That breaks down to 31% pure battery electric vehicles and 22% plug-in hybrids and range extenders. For the year so far, China has already sold over 4.3 million plugin vehicles, putting the country on track to exceed 10 million units by year-end – in China alone. To put that in global context, that's more than the rest of the world combined. The leader? BYD dominates with 28.9% of the plugin market, delivering over 376,000 vehicles in May – a 14% year-over-year increase. Meanwhile, Tesla's China market share has dropped to just 4.6%, ranking fifth behind Chinese competitors. The Tesla Reality Check Speaking of Tesla, the numbers tell a sobering story for Elon Musk's company in China. Tesla sold about 58,000 vehicles in China during April 2025, down 6% from the previous year. More concerning, Tesla's retail sales to Chinese customers in the first eight weeks of Q2 2025 dropped 23% year-over-year. This reflects a broader trend – Chinese consumers are increasingly choosing domestic brands. Tesla's China market share in the BEV segment fell from 11.15% to 6.36%, while Chinese rivals like XPeng delivered 33,525 vehicles in May, up 230% year-over-year. The Financial Impact The financial implications are staggering. BYD doubled its Q1 2025 net profit to 9.15 billion yuan, with operating revenue reaching 170.36 billion yuan, up from 124.94 billion yuan the previous year. But it's not just about one company. The Chinese EV trio – NIO, XPeng, and Li Auto – are expected to see explosive growth in 2025: NIO deliveries expected to double to 450,000 units XPeng projected to reach 400,000 units, up 110% Li Auto forecasted at 700,000 units, up 40% These aren't small startups anymore – these are major industrial players reshaping global automotive supply chains. The Technology Revolution What's driving this transformation isn't just price – it's technology. Chinese companies are leading in areas that will define the future of mobility. Solid-state batteries are moving from lab to production. China's Ministry of Industry and Information Technology included all-solid-state batteries in core industrial standards for the first time in 2025, signaling this technology has moved from corporate R&D to national strategic priority. Artificial intelligence integration is accelerating rapidly. Over two dozen Chinese automakers, including BYD, are incorporating DeepSeek AI technology into their vehicles. BYD plans to offer preliminary self-driving capabilities in nearly all its models at no additional cost – making autonomous driving features accessible to mass-market consumers. Ultra-fast charging is becoming standard. Chinese companies like XPeng offer five-minute charging delivering 210 kilometers of range, while the industry moves toward 800V architectures that handle high current flow for rapid charging. Global Trade War Implications But this technological leadership is creating geopolitical tensions. The United States now imposes a 247.5% tariff on Chinese EVs – that's 145% from recent tariffs, plus 100% from Biden-era levies, plus standard duties. Anyone trying to import BYD's $7,800 Seagull to the US would pay an extra $19,300 in tariffs. Europe is taking a different approach, but Chinese brands still doubled their European market share in April 2025 despite tariffs reaching up to 35%. BYD faces a 17% EU tariff, yet still recorded 400% sales growth in the UK, where no tariffs apply. The contrast is stark: in tariff-free markets, Chinese EVs are winning on merit. The Infrastructure Foundation Supporting this EV revolution is massive infrastructure investment. China aims to complete an expressway charging network by end of 2025, with over 5,800 out of 6,000 expressway rest areas already equipped with charging facilities. The government has extended its vehicle trade-in subsidy scheme for 2025, offering up to RMB 20,000 for EV purchases when scrapping older vehicles. This policy has already attracted over 4 million applicants in its first six months. What This Means for Global Business So what does this mean for you – someone who might be an enthusiast of the EV transition, or maybe you work in the business of EVs or charging?  First, China is no longer an emerging EV market – it's the dominant one. Any global automotive strategy that doesn't account for Chinese competition is already obsolete. Second, the technology gap is widening in China's favor. Chinese companies can design and launch new models in six months while German competitors require two years. Third, supply chain dependencies are shifting. China controls a large share of battery-grade chemical production, and Chinese companies are rapidly expanding globally – BYD now operates in over 70 countries. Looking Ahead Over the coming 20 episodes of EV News China, during this limited run of podcasts, we'll dive deeper into these trends. We'll analyze quarterly earnings, decode policy changes, and track the technological innovations reshaping not just China, but the global automotive industry. We'll help you understand what these developments mean for your business, your investments, and your strategic planning. Because in a world where China has achieved 53% EV market share, the question isn't whether electric vehicles will dominate – it's how quickly the rest of the world can adapt. That's all for today's pilot episode of EV News China. Starting Monday, I'll be here every weekday with the latest developments from the world's electric vehicle superpower. Sometimes it will just be a news show, sometimes we'll dive into a specific topic. Remember, EV News China is essential listening for anyone interested in, or doing business with, the world's electric vehicle superpower. 

The Driven
Plug in or cash out? EVs, V2G and Tesla's $4.20 gamble

The Driven

Play Episode Listen Later Jun 26, 2025 68:09


This week on The Driven Podcast, Sam Parkinson, Tim Eden and Ed Lynch-Bell unpack Europe's latest EV trends, BYD's V2G bundle, and Tesla's $4.20 robotaxi. Plus — why car-share EVs might drive the next big grid shift.

Autoline Daily - Video
AD #4084 - Europe EV Sales Up 28%, Tesla Down 28%; BYD Cutting Production in China; Ferrari Goes Sailing

Autoline Daily - Video

Play Episode Listen Later Jun 25, 2025 9:06


- Europe EV Sales Up 28%, Tesla Down 28% - BYD Cutting Production in China  - Ferrari Goes Sailing - Stellantis Experiments with Battery Swapping - QuantumScape Says Solid-State Batteries Are One Step Closer - Nissan Sprinkles NISMO Bits All Over Armada/Patrol - Ford Gives Explorer the Tremor Treatment - Jeep Cherokee Bares It All

Autoline Daily
AD #4084 - Europe EV Sales Up 28%, Tesla Down 28%; BYD Cutting Production in China; Ferrari Goes Sailing

Autoline Daily

Play Episode Listen Later Jun 25, 2025 8:49


- Europe EV Sales Up 28%, Tesla Down 28% - BYD Cutting Production in China  - Ferrari Goes Sailing - Stellantis Experiments with Battery Swapping - QuantumScape Says Solid-State Batteries Are One Step Closer - Nissan Sprinkles NISMO Bits All Over Armada/Patrol - Ford Gives Explorer the Tremor Treatment - Jeep Cherokee Bares It All

Beurswatch | BNR
Shell speelt hard to get, maar wil eigenlijk BP's oliepijpen

Beurswatch | BNR

Play Episode Listen Later Jun 25, 2025 22:39


Het lijkt dan toch te gaan gebeuren: Shell wil BP overnemen. Het zou gaan om een deal van 80 miljard dollar, meldt The Wall Street Journal. Al jaren wordt er gespeculeerd over het samensmelten van deze twee grote oliegiganten, maar de hoop op een snelle overname werd vorig week nog de kop ingedrukt door uitgerekend de ceo zelf. En ook vandaag wist het bedrijf niet hoe snel ze het nieuws moesten ontkennen. Hoe zit het nou? En wie heeft er gelijk? We proberen er de vinger op te leggen deze aflevering. We kijken ook naar Worldline, een Franse concurrent van Adyen. Ze zijn er vooral voor klanten die door elke andere betaalverwerker al zijn uitgekotst, blijkt uit onderzoek van 21 kranten, waaronder NRC. Het bedrijf verdiende bewust geld aan frauderende klanten: gok- en porno-sites die nergens terecht konden, werden bij Worldine met open armen ontvangen. De koers van het betaalbedrijf was al om te huilen, maar wat er nog van over was, stortte vandaag ook in elkaar. En de ceo van Prosus doet een ambitieuze belofte: hij wil de omzet tegen 2028 verdubbelen. Deze Fabricio Bloisi bezit sowieso een flinke voorraad verdubbelaars. Vlak na z'n aantrede beloofde hij de beurswaarde van Prosus te verdubbelen en deze week rapporteerde het bedrijf een verdubbelde winst. Of hij die omzetbelofte ook waar kan maken, gaan we bespreken. See omnystudio.com/listener for privacy information.

Doppelgänger Tech Talk
OpenAI greift Msft Office / Google Workspace an & Digitale Bücherverbrennung bei xAI #469

Doppelgänger Tech Talk

Play Episode Listen Later Jun 25, 2025 86:13


Ein Gerichtsbeschluss zwingt OpenAI, Werbematerialien zu einem Deal mit Jony Ive vorübergehend zurückzuziehen. Die ehemalige CTO von OpenAI, Murati, bereitet sich darauf vor, mit seinem Startup in den Wettbewerb gegen seinen früheren Arbeitgeber zu treten, während im Silicon Valley kleine Teams den neuen Maßstab für Erfolg setzen. Disney geht rechtlich gegen Midjourney vor, um seine Charaktere vor unautorisierter KI-Nutzung zu schützen, und Masayoshi Son plant ein milliardenschweres KI-Roboterzentrum in Arizona. Nik Storonsky von Revolut könnte eine Auszahlung im Stil von Elon Musk erhalten, und Derek Mobley untersucht die Rolle von Algorithmen bei der Ablehnung von Bewerbungen. Deutschland und Italien stehen unter Druck, ihre Goldreserven aus den USA zurückzuführen. Novo Nordisk beendet die Partnerschaft mit Hims & Hers wegen Nachahmerprodukten. Blue Origin expandiert nach Europa, Elon Musk steht erneut im Zentrum rechtlicher Auseinandersetzungen, und Tesla testet fahrerlose Robotaxis in Austin.  Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) OpenAI Jony Ive Gerichtsbeschluss  (00:08:20) Ex OpenAI CTO Startup (00:16:00) KI Tiny Team  (00:25:50) Disney KI Klage (00:30:50) SoftBank Robotik Investition (00:34:40) Revolut Nik Storonsky Aktienanteile (00:37:00) Bewerbungen Algorithmen  (00:42:15) Goldreserven Deutschland (00:46:00) Novo Nordisk Hims & Hers Partnerschaftsende (00:47:30) Google Workspace OpenAI (00:57:20) Schmuddelecke Shownotes OpenAI zieht Werbematerialien zu Jony Ive zurück – techcrunch.com OpenAIs erstes KI-Gerät mit Jony Ive ist kein Wearable – theverge.com Wie Muratis Startup gegen OpenAI konkurrieren will – theinformation.com KI leitet die 'Tiny Team'-Ära im Silicon Valley ein – bloomberg.com Disneys Kampagne zum Schutz von Darth Vader vor KI – bloomberg.com SoftBanks Masayoshi Son plant KI-Roboter-Hub in Arizona – bloomberg.com Apple erwägt Kauf von KI-Startup Perplexity – bloomberg.com Meta verhandelt mit Startup Runway über KI-Recruiting – bloomberg.com Revolut-Chef vor Musk-ähnlicher Auszahlung bei $150 Mrd. Bewertung – ft.com Millionen von Lebensläufen scheitern an Bots. Ein Mann will herausfinden, warum. – wsj.com Deutschland und Italien sollen 245 Mrd. Dollar Gold aus den USA zurückholen – ft.com Texas mit Bitcoin-Reserven – decrypt.co Novo Nordisk beendet Partnerschaft mit Hims & Hers wegen Nachahmer-Wegovy-Medikamenten – on.ft.com OpenAI Google Workspace – theinformation.com Jeff Bezos' Raumfahrtunternehmen: Blue Origin eröffnet Europazentrale in Luxemburg – today.rtl.lu Elon Musk nutzt keinen Computer – wired.com Tesla startet Robotaxi-Fahrten in Austin – techcrunch.com Teslas Robotaxi ist live: erste Reaktionen. – theverge.com Die großen Technologieneuigkeiten von Octopus und BYD, die ignoriert wurden – linkedin.com DeepSeek unterstützt Chinas Militär, umgeht Exportkontrollen – reuters.com Tesla Robotaxi-Vorfälle ziehen Aufmerksamkeit der US-Sicherheitsbehörde auf sich – bloomberg.com Tesla droht Strafe in Frankreich wegen irreführender Aussagen – ft.com Elon Musk besorgt über Realitätseinfluss auf "Grok" KI – futurism.com Cloudflare-CEO: Nutzer überprüfen Quellen von KI-Chatbots nicht – engadget.com

Jens Rabe - Der Podcast für Unternehmer und Investoren
66% Verlust an einem Tag und das ist super!

Jens Rabe - Der Podcast für Unternehmer und Investoren

Play Episode Listen Later Jun 25, 2025 11:03


Die BYD-Aktie hat einen Aktiensplit durchgeführt, was bei vielen Marktteilnehmern für Verunsicherung sorgt. Was genau bei deinem Broker passiert und was du grundsätzlich über Aktiensplits wissen solltest, erkläre ich dir im heutigen Podcast. Vereinbare jetzt dein kostenfreies Strategiegespräch: https://jensrabe.de/Q3Termin25 Trage dich hier in meinen täglichen kostenfreien Newsletter ein https://jensrabe.de/Q3NewsYT25

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
“Milliardär liefert bei JD.com” - Tesla-Test, Novo-Nordisk-Fail, GWM war BYD vor BYD

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

Play Episode Listen Later Jun 24, 2025 13:23


Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Tesla fährt selbst. Hurra. Ölpreis fällt nach Angriff auf Militärstützpunkte. Hims & Hers fällt nach Absage von Novo Nordisk. Wolfspeed rutscht in die Insolvenz. Northern Trust & BNY werden vielleicht 1 Gigant. Liberty kauft MotoGP. Amrize geht an Börse. JD.com (WKN: A112ST) hat einen neuen Werbekanal: Essen ausliefern. Great Wall Motor (WKN: A0M4X0) war BYD vor BYD. Was kommt jetzt? Diesen Podcast vom 24.06.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Beurswatch | BNR
Nieuw Dieselschandaal geboren? China 'manipuleert verkoopcijfers'

Beurswatch | BNR

Play Episode Listen Later Jun 24, 2025 23:57


De Chinese overheid is actief betrokken bij een schimmige handel, ontdekte persbureau Reuters. Lokale overheden worden zo erg gepusht om groeidoelstellingen te halen, dat ze meewerken aan het manipuleren van de verkoop van auto's. De overheid deelt zelfs subsidie uit aan die overheden, ambtenaren krijgen bonussen. Een spannend, maar vooral ook gevaarlijk verhaal. Gevaarlijk voor Europese autobedrijven. Je hoort deze aflevering waarom.Dan hoor je ook meer over Apple. Dat krijgt van diezelfde Chinese overheid subsidie. Chinezen die iPhones of iPads kopen krijgen namelijk honderden euro's van de communistische partij.Bespreken we ook de NAVO-top. Waarom doen defensie-aandelen het ineens niet goed meer? En kan president Trump daar verandering in brengen? Je hoort ook waarom hij uithaalt naar Iran én Israël. En we hebben het over Fed-baas Jerome Powell. Die moest tekst en uitleg geven voor het Amerikaanse congres. See omnystudio.com/listener for privacy information.

Pelas Pistas
Bastidores Bortoleto e Max, Pré-GP da Áustria, Cadillac, Indy - Pelas Pistas 148

Pelas Pistas

Play Episode Listen Later Jun 24, 2025 71:00


No episódio de hoje do Pelas Pistas, os hosts Nelsinho Piquet, Christian Fittipaldi e Thiago Alves trazem informações exclusivas dos bastidores sobre Gabriel Bortoleto e Max Verstappen, que estiveram com Nelsinho no fim de semana.Falamos também sobre o que esperar do GP da Áustria: desempenho das equipes, atualizações técnicas e previsões para a corrida.Outro destaque do programa é a movimentação da Cadillac, que busca nomes de peso para sua nova fase na Fórmula 1. Entre os possíveis pilotos estão Sergio Pérez, Felipe Drugovich e Valtteri Bottas. Qual o seu palpite para essa contratação?Comentamos ainda sobre a NASCAR, a Indy Next com brasileiros brilhando lá fora, e memórias de quem viveu o automobilismo por dentro — só no Pelas Pistas.Aperta o play, curta, comente e siga o canal pra não perder nenhuma volta!Este episódio é patrocinado por: BYD, e PitstopBYD Song Plus, o super Híbrido que conquistou o mundo.https://www.byd.com/br/car/song-plus-dmiPITSTOPFaça seu pedido na loja, whats ou site! https://www.pitstop.com.br/#PeçaÉNaPitstopPatrocine o Pelas PistasEntre em contato com nosso time comercial:pelaspistas@pod360.com.brLoja Oficial Pelas Pistas Podcast https://pelaspistas360.com.br/ Redes sociais: @‌pelaspistas360 https://www.instagram.com/pelaspistas...Seja membro deste canal no Youtube e ganhe benefícios https://www.youtube.com/channel/UCIsA...Apresentadores: Thiago Alves, Christian Fittipaldi e Nelsinho Piquet Direção Executiva: Marcos Chehab e Tiago BiancoDireção de Conteúdo: Felipe LobãoProdução: Kal Chimenti Captação de áudio: Willian Souto Redes sociais e Community Manager: Guilherme Diaz

The John Batchelor Show
PREVIEW CHINA: Colleague Anne Stevenson-Yang comments on talk that the prominent EV carmaker BYD may be crushed by debt. More.

The John Batchelor Show

Play Episode Listen Later Jun 23, 2025 1:25


PREVIEW CHINA: Colleague Anne Stevenson-Yang comments on talk that the prominent EV carmaker BYD may be crushed by debt. More. 2860 QING DYNASTY

Motor Torque
GWM Chairman suggests Chinese car industry is unhealthy with too many price cuts

Motor Torque

Play Episode Listen Later Jun 22, 2025 0:59 Transcription Available


While the Chinese car industry has enjoyed significant growth GWM’sChairman Wei Jianjun has warned the industry is in an unhealthy state dueto incessant price cuts. In an interview with Chinese publication SinaFinance the GWM Chairman suggested if it continues like this the Chineseauto industry will be seriously threatened. Not specifically referring to anyChinese car maker he warned the excessive and prolonged price warbetween rival Chinese brands, especially those selling electric vehicles,risks cutting corners on safety and reliability. Discounts have ranged upfrom Aud.$22,000. Following Mr. Wei comments shares in BYD, Leapmotor,Nio, and Geely fell by up to 9.5 percent. BYD recently announced subsidiesand incentives in China – the entry Seagull EV Hatch reduced byAud.$12,000 while Geely followed suit with similar incentives for itsChinese buyers. See omnystudio.com/listener for privacy information.

r8Dio - Undskyld vi roder
Tour de force i r8Dio-land

r8Dio - Undskyld vi roder

Play Episode Listen Later Jun 20, 2025 52:27


Velkommen til denne uges episode i sagaen om r8Dio - hele Danmarks snakke-, sludder- og taleradio. Følg i denne uge med i en ren tour de force igennem kongeriget. Og sug til dig kære lytter. Det er talk, det er show, fotoshoot og gennemført ledelse i gulvhøjde. Kristian Henriksen vil lave backstage interviwe, Allan og Klavs laver talg og er til fotoshoot med Rune Ingemann mens Jonna ser frem til mange meter pik på Bornholm... Dagens episode er lavet i fuld og aldeles fantastisk synergering med Landbrug og Fødevarer, BYD elbiler, Andel Energi, Pluto TV og kampagnen "Vær én som rækker ud".Bliv medlem: https://r8dio.dk/bliv-medlem/See omnystudio.com/listener for privacy information.

China's EV Crisis Is Coming — What Car Buyers Must Know Before 2026

Play Episode Listen Later Jun 20, 2025 4:18


China's EV price war just exploded — BYD's $7K EV is shaking the market, and insiders fear an Evergrande-style collapse. What does this mean for Tesla, car buyers, and global auto brands? We break down the tactics, risks, and what new buyers must know to avoid getting burned in today's EV chaos.Grab a copy of my book:https://partsmanagerpro.gumroad.com/l/qtqax#EVPriceWar#BYDvsTesla #NewCarBuyers#CarBuyingTips#BYDSeal06#EVTrends#ElectricVehicles#AutoIndustryNewsBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-motor-files-podcast--4960744/support.

The Lunar Society
China's Manufacturing Dominance: State Directives & Ruthless Competition — Arthur Kroeber

The Lunar Society

Play Episode Listen Later Jun 19, 2025 146:43


Arthur Kroeber is a leading researcher on Chinese tech and macro, a founding partner at Gavekal Dragonomics, and author of "China's Economy: What Everyone Needs to Know." It's the most useful, detailed resource I've found of how China actually works.On this episode, we discuss how China achieved high-tech manufacturing dominance, and where they'll go from here. By Arthur's account, the Chinese government is like a giant VC fund: they decide on key priorities and then spend hundreds of billions of dollars subsidizing ruthless competition at the local level. They are willing to lose huge amounts of money for a few of their bets to pay off: at China's scale, effectiveness matters more than efficiency.There's also a growing bipartisan consensus that we need to combat China's rise. This doesn't make much sense to me. China is a big, powerful country at the frontier in many fields, and its economy is intricately tied in with our own. Being instinctively adversarial is both unsustainable and risky. Arthur and I discuss how we can create a productive, mutually beneficial version of this relationship.Watch on YouTube; listen on Apple Podcasts or Spotify.Sponsors* Scale is building the infrastructure for smarter, safer AI. In addition to their Data Foundry, they recently released Scale Evaluation, a tool that diagnoses model limitations. Learn how Scale can help you push the frontier at scale.com/dwarkesh.* WorkOS Radar ensures your product's free trials go to actual users. Radar uses 80+ signals to distinguish malicious bots from real people, eliminating costly free-tier abuse. See why companies like Cursor, Perplexity, and OpenAI use Radar by visiting workos.com/radar.* Lighthouse is THE fastest immigration solution for the technology industry. They help you understand your options and navigate applications for expert visas like the O-1A and EB-1A. Explore which visa is right for you at https://www.lighthousehq.com/ref/Dwarkesh.To sponsor a future episode, visit dwarkesh.com/advertise.Timestamps(00:00:00) – We should reconcile with China(00:21:21) – BYD, Tesla, & Chinese EV industry(00:36:05) – Will China have a Japan-style financial crisis?(00:44:39) – Local debt situation is manageable(00:57:28) – If CCP is so competent, why isn't China richer?(01:05:08) – How China keeps tech under control(01:33:45) – Does China win AI?(01:43:34) – Communication with China key for AI safety(02:10:08) – What foreigners get wrong about China(02:17:32) – China-US relationship future Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe

Business Matters
Trump demands Iran's ‘unconditional surrender'

Business Matters

Play Episode Listen Later Jun 18, 2025 46:46


President Trump is demanding Iran's ‘unconditional surrender' as the conflict with Israel enters its sixth day. The US leader was supposed to be in Canada for the G7 summit, but decided to leave early. Has his absence there overshadowed its talks on Ukraine? We'll hear from a reporter who's at the summit.Meanwhile in Brazil, oil exploration rights are up for auction - even as the country prepares to host the UN climate conference COP30. An environmental activist tells us why oil exploration in the South American country must be stopped.And is China's biggest car manufacturer BYD playing fair? Our reporter has been speaking with the firm's executive vice president.Global business news, with live guests and contributions from Asia and the USA.

Marketplace All-in-One
China's biggest EV maker BYD speaks out over tariffs

Marketplace All-in-One

Play Episode Listen Later Jun 17, 2025 9:45


From the BBC World Service: Chinese carmaker BYD has been slashing prices at home to dominate the market. BYD only relatively recently expanded into international markets and, last year, sold more electric cars worldwide than Tesla. This all has existing established manufacturers in Europe and elsewhere very worried. Plus, we'll head to Spain to hear how the country's olive oil and Iberian ham producers are thinking about American tariffs.

Marketplace Morning Report
China's biggest EV maker BYD speaks out over tariffs

Marketplace Morning Report

Play Episode Listen Later Jun 17, 2025 9:45


From the BBC World Service: Chinese carmaker BYD has been slashing prices at home to dominate the market. BYD only relatively recently expanded into international markets and, last year, sold more electric cars worldwide than Tesla. This all has existing established manufacturers in Europe and elsewhere very worried. Plus, we'll head to Spain to hear how the country's olive oil and Iberian ham producers are thinking about American tariffs.

World Business Report
The G7 minus Donald Trump

World Business Report

Play Episode Listen Later Jun 17, 2025 26:59


Donald Trump has left the G7 in Alberta, Canada, early as the situation between Israel and Iran in the Middle East intensifies. We look at how his early departure might impact discussions leaders were looking to have on tariffs.With western carmakers claiming that China's biggest car manufacturer, BYD, is only thriving due to government subsidies, we discuss whether it is playing fair. Elsewhere, Andrew Peach speaks to a business owner in Texas after new data reveals that spending at restaurants and bars across the States have seen their sharpest fall in more than two years. And why have songwriters been battling in court for a decade? The latest business and finance news from around the world, on the BBC.

China EVs & More
Episode #212 - Stretching Payments & Suppliers Thin, XPeng Turing chips, GM #2 in the US

China EVs & More

Play Episode Listen Later Jun 17, 2025 61:40 Transcription Available


In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) and automotive industry in China. They delve into the implications of new payment terms for suppliers, the competitive landscape among Chinese automakers, and the global strategy of BYD. The conversation also touches on the future of internal combustion engines, Tesla's advancements in autonomous driving, and XPeng's AI innovations. Additionally, they address quality control challenges and the regulatory environment affecting the industry.Keywords / Companies:China EVs, automotive industry, payment terms, suppliers, BYD, Tesla, XPeng, quality control, market strategy, electric vehiclesDigital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts Spotify

Jacobin Radio
Behind the News: Marx in America w/ Andrew Hartman

Jacobin Radio

Play Episode Listen Later Jun 16, 2025 53:01


Paolo Gerbaudo, author of recent articles for Phenomenal World, traces the rise of Chinese electric vehicle maker BYD. Andrew Hartman, who has written the book Karl Marx in America, discusses the bearded one's reception in the US. Behind the News, hosted by Doug Henwood, covers the worlds of economics and politics and their complex interactions, from the local to the global. Find the archive online: https://www.leftbusinessobserver.com/radio.html

Talking Billions with Bogumil Baranowski
Dede Eyesan: The Global Multi-Bagger Hunt: How 446 Companies Became 10-Baggers While Most Investors Weren't Looking

Talking Billions with Bogumil Baranowski

Play Episode Listen Later Jun 16, 2025 49:31


Guest: Dede Eyesan - Founder of Jenga Investment Partners and author of "Global Outperformer"Dede Eyesan, the visionary founder of Jenga Investment Partners and author of Global Outperformers, who shares insights on identifying high-growth companies and navigating global markets with a unique blend of fundamental analysis and entrepreneurial spirit.Key Idea: The counterintuitive nature of finding investment winners globally and the extreme patience required to hold themKey Timestamps & Ideas3:00 - Early Investment LessonsMade first investment at age 10 in Nigerian stocks (Nestle Nigeria, 7up Bottling, First Bank). Two investments went up 4-5x, bank stock fell by half. Introduction to Warren Buffett and fundamental analysis.6:00 - Boarding School EconomicsLearned about delayed gratification and scarcity through food trading. Traded chicken (perishable) for chips (storable) - time arbitrage concept. "It's ironic that what taught me about money had nothing to do with money."9:00 - Investment Philosophy FormationInfluenced by Warren Buffett, Alan Gray (African value investor), and Carlos Slim. Peter Lynch's books: "One Up on Wall Street" and "Beating the Street". Understanding that environment impacts investment approach.16:00 - Global Outperformance ResearchFound 446 companies (not 200 expected) that were 10-baggers in 10 years. Less than 20% were in the US; more multibaggers in Europe than US. Japan was third-best performing country (surprising finding). Only 5-6% were multibaggers in consecutive decades.22:00 - Two Types of Winning BusinessesCyclical businesses with technical barriers to entry (salmon industry example) and large market opportunities with strong unit economics (BYD in China).29:00 - The Challenge of HoldingMSCI case study: stock flat for 9 years while earnings grew 15% annually. Many multibaggers were flat or down 40-50% in the three years before takeoff. Importance of returning to original investment thesis.35:00 - Quantitative vs. Qualitative AnalysisCannot screen for outperformers quantitatively alone. Developed 60-question checklist across 10 categories. Focus on depth over breadth in investment analysis.42:00 - Role of IntuitionIntuition is earned through experience (15-20 years). Overconfidence led to mistakes when abandoning systematic approach. Returning to detailed checklist process.47:00 - Definition of SuccessThree pillars: Individual happiness, family relationships, and client satisfaction. "I want to be in a place where the kids of my investors in 40 years time can look back and be like, yeah, my dad or my mom made a very good decision."Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

Electrek
New Tesla Model S/X, Robotaxi is sort of coming, Xiaomi breaks EV Nurburgring record, more

Electrek

Play Episode Listen Later Jun 13, 2025 65:35


In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week's episode, we discuss the new Tesla Model S and Model XX, Robotaxi is sort of coming, Xiaomi breaking the EV record at Nurburgring, and more. The show is live every Friday at 4 p.m. ET on Electrek's YouTube channel. As a reminder, we'll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel to get your questions and comments in. After the show ends at around 5 p.m. ET, the video will be archived on YouTube and the audio on all your favorite podcast apps: Apple Podcasts Spotify Overcast Pocket Casts Castro RSS We now have a Patreon if you want to help us avoid more ads and invest more in our content. We have some awesome gifts for our Patreons and more coming. Here are a few of the articles that we will discuss during the podcast: Tesla launches updated Model S and Model X: the biggest change is the price Tesla Full Self-Driving hasn't improved all year and Musk points to more wait Elon Musk ‘regrets' what he said about Trump as the President is about to crush Tesla Xiaomi's SU7 Ultra snags all-time fastest lap for a mass-produced EV at Nürburgring [Video] A prototype Porsche Cayenne EV just beat every gas SUV ever in a hillclimb We have the starting pricing for all model year 2026 Rivian R1 trims The 2025 Kia EV9 sold out faster than expected Mercedes has a new ultra-luxury electric van coming soon The funky Subaru Brat is returning as an EV pickup with a little help from Toyota Charge your EV in 5 minutes: BYD's ‘flash' network heads to Europe Here's the live stream for today's episode starting at 4:00 p.m. ET (or the video after 5 p.m. ET: https://www.youtube.com/live/ArA4TKru5Gs

r8Dio - Undskyld vi roder
Live fra Folkemødet

r8Dio - Undskyld vi roder

Play Episode Listen Later Jun 13, 2025 44:36


Radiodirektør Klavs Bundgaard og programchefen Allan Sindberg er taget til Folkemøde på Bornholm, hvor de fra Landbrug og fødevares scene kommer helt i gulvhøjde med de mange tilskuere, der er strømmet til. De arrangerer middag fra øverste hylde med Anette Heick, gennemgår morgendagens sangprogram med Morten Messerschmidt, samt får serveret mad af Stjernens køkkendame Jonna. Per Madsen gør også et sikkerhedsmæssigt visit. Afsnittet er lavet i samarbejde med Landbrug og Fødevarer, BYD elbiler, Andel Energi, Pluto TV og kampagnen "Vær én som rækker ud".Bliv medlem: https://r8dio.dk/bliv-medlem/See omnystudio.com/listener for privacy information.

Behind the News with Doug Henwood
Behind the News, 6/12/25

Behind the News with Doug Henwood

Play Episode Listen Later Jun 12, 2025 53:00


Behind the News, 6/12/25 - guests: Paolo Gerbaudo on BYD • Andrew Hartman on Marx in America - Doug Henwood

KPFA - Behind the News
BYD—whence it came, where it's going • Marx in America

KPFA - Behind the News

Play Episode Listen Later Jun 12, 2025 59:59


Paolo Gerbaudo on the Chinese electric vehicle maker BYD's rise (articles here and here) • Andrew Hartman, author of Karl Marx in America, on the bearded one's reception in the US The post BYD—whence it came, where it's going • Marx in America appeared first on KPFA.

China EVs & More
CEM MAX AutoShanghai2025 Roundtable - Part #1

China EVs & More

Play Episode Listen Later Jun 12, 2025 66:10 Transcription Available


Tu and Lei invite Jill Shen, Ethan Robertson and Ed White - three China locals to talk ALL THINGS China EV Inc and, boy did they have a lot to say. So much so that we needed to divide this episode into two parts. This is Part #1. This conversation delves into the recent Shanghai Auto Show, highlighting the evolving landscape of the Chinese electric vehicle (EV) market. The discussion covers regulatory changes impacting safety standards, shifts in marketing focus from technology to safety, and the competitive dynamics between legacy automakers and emerging brands. Key players like Tesla and BYD are analyzed in terms of their market strategies and future challenges, with insights into the global expansion of Chinese EV brands and the implications of geopolitical factors on their growth.KeywordsChina, EVs, Shanghai Auto Show, regulatory changes, safety, Tesla, BYD, automotive industry, electric vehicles, market trendsDigital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts Spotify

The Clean Energy Show
Fighting Pollution with Our Own Air Quality Monitoring Station

The Clean Energy Show

Play Episode Listen Later Jun 11, 2025 51:11


Our listeners bought an air quality monitoring station for the podcast and we plan to make the most out of it! Already, James is learning about some bad air from industry in his Canadian city. 

China Insider
China Insider | Trump-Musk Dispute, China's BYD Debt Crisis, South Korea's Presidential Election

China Insider

Play Episode Listen Later Jun 10, 2025 26:25


In this week's episode of China Insider, Miles Yu comments on the ongoing Trump-Musk dispute, and what impact this may have on future US-China dialogue and high-level trade talks between Beijing and Washington. Next, Miles examines China's EV industry as comments from Great Wall Motor CEO, Wei Jianjun, raise concerns over a potential emerging BYD debt crisis and draw parallels to the Evergrande real estate crisis. Lastly, we discuss the outcome of South Korea's presidential election, and highlight the key points of interest in President-elect Lee's foreign policy goals for both the US and China.China Insider is a weekly podcast project from Hudson Institute's China Center, hosted by China Center Director and Senior Fellow, Dr. Miles Yu, who provides weekly news that mainstream American outlets often miss, as well as in-depth commentary and analysis on the China challenge and the free world's future.

Marketplace All-in-One
'State of emergency' in Panama

Marketplace All-in-One

Play Episode Listen Later May 28, 2025 6:48


From the BBC World Service: The Panamanian government has declared a state of emergency in one province. It comes after U.S. banana giant Chiquita Brands laid off about 5,000 workers following a strike that had stopped production. Prosecutors in Brazil are suing the Chinese EV giant BYD, accusing it and two contractors of human trafficking and slave-like conditions at a factory site. And we take a look at Europe's biggest plant for processing the rare earth minerals a lot of modern technology relies on.

The David Knight Show
Wed Episode #2020: Trump's Coin Scandal, Epstein Secrets & the Push for War in Europe

The David Knight Show

Play Episode Listen Later May 28, 2025 181:43


00:00:00:00 - 00:00:58:07Trump's Meme Coin Dinner and Geopolitical TensionsIntroduction to the David Knight Show, discussing Trump's meme coin dinner, criticized for overpromising and underdelivering, and rising tensions in Europe due to Germany sending longer-range weapons to Ukraine. 00:02:53:13 - 00:06:35:17Disastrous Trump Meme Coin DinnerAttendees of Trump's meme coin dinner at Trump National Golf Club in Virginia were disappointed with poor-quality food (e.g., subpar halibut, filet mignon, and sides). Investors, including a TikToker who spent $300,000, left hungry and dissatisfied, with some describing the meal as "disgusting" and the event as a letdown. 00:06:35:20 - 00:09:44:04Trump Meme Coin Value Crash Post-TariffsTrump's meme coin value plummeted to $9 per token (from $15) after his tariff announcements, contributing to a broader economic impact. The coin's volatility and negative sentiment (77% negative in a CoinGecko poll) highlight buyer remorse and criticism of Trump's business acumen. 00:40:12:15 - 00:47:33:26Germany Lifts Range Limits on Ukrainian WeaponsGerman Chancellor Friedrich Merz announced the removal of range restrictions on weapons supplied to Ukraine, allowing strikes deep into Russia. This escalation, including potential Taurus missile deliveries, raises concerns about direct conflict with Russia and NATO's involvement. 01:05:48:02 - 01:12:22:02Tesla's Self-Driving FailuresTesla's head of autopilot, Ellie Swamy, admitted the company lags behind competitors like Waymo by years in achieving full self-driving (Level 5 autonomy). Despite Elon Musk's decade-long promises, Tesla remains at Level 2, with autopilot-related deaths highlighting the system's flaws and overestimations by users. 01:13:11:25 - 01:16:48:15BYD's Price Cuts and EV Market StrugglesChina's BYD slashed prices on 22 electric and hybrid models by up to 34% to revive demand amid a global EV market downturn. Tesla faces similar challenges, with high inventory and low trade-in values, signaling a cooling EV craze. 01:16:48:17 - 01:27:30:22Catherine Austin Fitts on Land Grabs and CBDCsInvestment banker Catherine Austin Fitts warns of land centralization and central bank digital currencies (CBDCs) as tools for control. She advocates for investing in local agriculture to secure food supply and resist tyranny, emphasizing CBDCs' potential to restrict spending and enforce compliance. 01:57:37:09 - 01:59:07:22Elon Musk's X Money Beta TestingElon Musk confirmed X Money, a payment and banking app, is in beta testing for a 2025 launch. With 41 money transmitter licenses secured, concerns arise about security due to alleged code leaks and Musk's ties to Trump potentially easing regulatory hurdles 02:05:34:13 - 02:20:45:07Epstein Files and Trump Administration PromisesBilly Ray Valentine discusses Trump's unfulfilled promise to release Jeffrey Epstein files. Kash Patel and Dan Bongino backtrack, claiming Epstein committed suicide, contradicting earlier murder theories. Suspicions arise about cover-ups, possibly for Trump or deeper state actors, with ties to Mossad and CIA suggested. 02:26:27:21 - 02:36:07:06Trump's Police Immunity and Immigration PoliciesTrump's bill proposes nationwide police immunity, unlimited legal funding for cops sued for civil rights violations, and prioritizes immigration over civil rights reviews. Mass deportations target non-criminal immigrants, risking habeas corpus suspension, setting a dangerous precedent for all Americans. 02:54:54:26 - 02:56:22:13Technocratic Agenda and Centralized ControlDiscussion of a technocratic takeover, with figures like Peter Thiel aiming to install a dictator (Trump) via the RAGE doctrine (retire all government employees). Plans for AI-driven centralized control contrast with human mercy, highlighting risks of technocratic "wonderland." Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHT Find out more about the show and where you can watch it at TheDavidKnightShow.comIf you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

On The Tape
Nvidia Q1 Earnings Preview with Gene Munster

On The Tape

Play Episode Listen Later May 28, 2025 41:09


Dan Nathan and Gene Munster, managing partner at Deep Water Asset Management, discuss NVIDIA's upcoming earnings report, the company's AI hardware advantage, and the broader spending on AI. They also delve into OpenAI's significant acquihire of Jony Ive, the potential for future non-screen devices, and the market's reaction to these developments. The conversation touches on Google's search innovations post-IO and the implications for their growth. The duo also evaluate Tesla's challenges amid price wars with BYD and the impact on their delivery numbers and market share. The episode is an in-depth look at current tech trends, market sentiment, and long-term investment strategies. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Daily Tech News Show
Nvidia Has a New Chip for China - DTH

Daily Tech News Show

Play Episode Listen Later May 26, 2025 3:46


DTNS is off for the US holiday, but here's today's episode of Daily Tech Headlines to keep you up to date.Apple is on pace to ship a smart home hub later this year, and doubts creep in about BYD. Get the show notes here.

china apple chip nvidia byd dtns daily tech headlines
WSJ What’s News
Supreme Court Blocks Trump From Firing Fed Chair

WSJ What’s News

Play Episode Listen Later May 23, 2025 13:34


A.M. Edition for May 23. While the court said President Trump can remove independent agency leaders, the ruling found the Federal Reserve is unique, providing some relieft o investors. Plus, major U.S. banks are exploring whether to team up to issue a joint stablecoin. And as BYD beats out Tesla in European sales for the first time ever, we look at how China has been building up its high-tech industries with WSJ's Brian Spegele. Azhar Sukri hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices