Another set of tariffs might stall BYD’s international expansion in EVs, and it still isn’t clear if Peloton is actually going anywhere.

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.