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Stationary Bikes are Difficult to Turn
Manage episode 436351317 series 2500334
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
Learn more about your ad choices. Visit megaphone.fm/adchoices
1622 episodes
Manage episode 436351317 series 2500334
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
Learn more about your ad choices. Visit megaphone.fm/adchoices
1622 episodes
All episodes
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