We're checking in on the market for four wheels and no wheels.

Motley Full Money starts now. I'm Dylan Lewis and I'm joined over the airwaves by my only

I'm Dylan Lewis and I'm joined over the airwaves by Motleyful analyst Osset Sharma.

Osset, thanks for joining me.

Dylan, how are you doing?

Happy Monday.

Happy Monday.

We are checking in on transportation on this Monday looking at the electric vehicle market and also the stationary vehicle market

Some updates on Peloton and also a look at the latest round of tariffs to hit the EV market.

Why do we start out there, Osset?

This week Canada announcing it will be imposing an 100% tariff on EVs made in China. This follows a very similar approach to what the US and the

European Commission have done. I want to dig into the Tesla pieces of this and talk about some

of the other players in the EV industry, but can you lay out some of the history here first?

Sure, Dylan. So China today finds itself in a bit of a difficult economic position.

The country has grown largely through emsizing production in various industries

in its history and it's relied on a massive real estate market to sort of fund production. Now real estate is becoming a little

bit less of a driver in China's economy. They're trying to become more of a consumption-based economy

and they're training their sites on future industries to sort of make up for this

shift in how their economy functions. One of the areas that the Chinese government really wants to emphasize is the production of the emphasis on developing different technologies in the electronic sector and tech sector in general.

So what this is having the effect of in the United States, in Europe, in Canada is sort of scaring the governments because we've seen

in the past when China's come in and subsidized an industry. I'll take the solar

industry as a great example. That's tended to wipe out competition because the government has so heavily favored both on the tax credit side and the credits for production that it's killed competition before competition could even arise.

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