This chapter explores the impact of Canada's recent tariffs on Chinese-made electric vehicles, set against the backdrop of China's economic transition. It highlights the broader implications for the global EV market and the protective measures taken by North America and Europe to support local automakers amid rising competition.
Another set of tariffs might stall BYD’s international expansion in EVs, and it still isn’t clear if Peloton is actually going anywhere.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Canada’s tariffs on electric vehicles from China, and what it says about global production and adoption of EVs.
- Tesla’s diversified approach to manufacturing coming in handy as Canada, the U.S., Europe and China all craft trade policies.
- Peloton’s return to growth… kind of. And why we’re not buying the turnaround yet.
(15:15) Mary Long talks with David Foulkes, CEO of Brunswick Corporation, on the company’s subscription boating service and the latest in marine technology.
Companies discussed: BYDDY, TSLA, PTON, BC
Host: Dylan Lewis
Guests: Asit Sharma, Mary Long, David Foulkes
Producer: Ricky Mulvey, Mary Long
Engineers: Dan Boyd, Austin Morgan
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