Lou Whiteman

Jason's spot on.

The narrative wasn't wrong.

The narrative was just going too quick.

Electric vehicles, I think, are an unstoppable force, period.

It'll just take a while.

For me, the stock to play on that, not just kiss up to the host, is that if this is going to take longer

than you think.

There is a market for ICE vehicles longer than you think, but we are heading towards an electric future.

General Motors, with the resources to both invest in the future and still supply today, I think that's a pretty good stock to just play the reality, not the hype.

Yeah, not to mention, the other thing here is that the old guard is still more efficient.

I mean, burning dinosaur fossils, it's not good for the environment, but it is still the most efficient way to get things to go.

But yeah, I hate calling renewables an unstoppable force, because I don't know how or when renewables are going to

end fossil fuels, but I do think they are a big and important part of the overall solution that will continue.

Definitely a force, maybe not unstoppable.

Tesla is tempting here too, I guess, but we already mentioned Tesla and Tesla, they only do some things.

I want to play the field here because it scares me just taking on one wind or even one solar project or trying to bet on one thing.

Brookfield Renewable Partners, BEP, just a collection of all of this and riding the trend without having to pick winners.

I think that this is a force and I think that is a stock to invest to benefit as this happens.

I am siding with the immovable object here, but with a huge asterisk.

It's broken.