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Shift: A podcast about mobility

Shay Natarajan on confident mobility investing through uncertain times

Shift: A podcast about mobility

Automotive News

Business

4.831 Ratings

🗓️ 7 April 2024

⏱️ 44 minutes

🧾️ Download transcript

Summary

The partner at investment firm Mobility Impact Partners explains how she looks beyond transportation-tech hype when investing and details a viable path for electrification through charging and infrastructure uncertainty.

Transcript

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0:00.0

This episode is sponsored by Gentex Corporation.

0:03.7

Gentex is a long time supplier of electro-optical products for the global automotive,

0:09.6

aerospace and fire protection industries.

0:13.0

Visit W.W.

0:15.0

GenTechs.com to check out the latest in digital vision, connected car,

0:21.0

and dimmable glass technologies.

0:23.0

Hi and

0:25.0

and welcome to shift.

0:27.0

Hi and welcome to Shift, I'm Hannah Lex in for Pete Bigelow.

0:36.0

Today we'll hear Pete's conversation with Shay Nauterogen, a partner at investment firm Mobility Impact Partners.

0:43.0

But before we get there, I'm with Jamie Butters,

0:45.2

executive editor of Automotive News,

0:47.2

to discuss some of the news of the week.

0:49.0

Hi Jamie, how are you?

0:50.4

I'm good, Hannah.

0:51.0

Glad to be back on the Shift Podcast. Yeah happy to have you. So Jamie we've seen lots of movement in the

0:57.0

EV market recently and I want to start by asking about a column that you wrote this week. You wrote about EVs and chocolate. So it was sort of an unlikely pair. What's the

1:06.4

connection? Yeah, last week you know I was hearing all this coverage about

1:10.9

the the cocoa bean market and the price of, you know, processed manufactured

1:15.3

chocolate and they're just record highs. They were at a record high. Cocoa beans were record high

1:20.6

prices coming into the year and they've since doubled.

1:24.0

All the manufacturers are basically passing on the cost to the consumers either with smaller,

...

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