Since the early 2010s, mobility has been one of the most dynamic investment frontiers, fuelled by the promise of electrification, autonomy, and new transport models.

As of 15 August 2025, Carvana (CVNA) is up ~75.4% YTD, while CarMax (KMX) is down ~28.8% YTD. Same economy. Same rates. Same used-car market.

In this episode, Mike Allen sits down with John Veichmanis, CEO of Carwow, to unpack his leadership journey and the bold vision he’s shaping for one of the UK’s most influential automotive platforms.

Over the summer, I’ve been listening to a series of insightful episodes from the Car Dealership Guy podcast, which continues to offer an unfiltered look at the realities facing US retail automotive.

Summary based on the Forge Global July 2025 report

As a former equity analyst with over two decades of market experience, I've always viewed bond markets as the purest barometer of investor sentiment. Today, UK gilts are flashing a stark warning...