you say the tesla is not the only player when it comes to the ev landscape where are the opportunities   tesla was early on ev  s and has paved the path but now you have almost all of the major oems dedicating tens of millions of dollars to new factories you work your way up the chain you see the battery makers are dramatically increasing output to make enough batteries further up you have lithium minors  miners that are struggling to keep up the entire ecosystem is benefiting from this revolution in electric vehicles shery at the same time you have president biden at cop26 pression for more  pressing for more emissions cuts how do you balance out the two forces when it comes to getting exposure to clean energy and to use fossil fuels given that it looks right now that they  re here to stay for a while   it is some conflicting messaging you have to separate shortterm from the longterm oil prices are high and that  s going to hurt consumption in the long term the goal is to transition people off of oil electricity is cheaper it costs 10 to fully charge tesla if we can make the transition to electric vehicles it will make the transition in the long run 80 per barrel is it helping right now haidi when it comes to ev and tesla it still feels like a meme stock they said they were going to play a key role in the transition to ev  s no detail with tesla is this retail driven volatility is it hard to work out what the bone  fundamentals for this trade   there are clustering around headline names whether it  s the oems that are trading cheaply compared to benchmarks or looking at the battery makers or the lithium miners they are still unknown they fly under the radar they tend to not be well represented in broader indexes this is a corner of the market that is experiencing strong growth but many people have no idea who the exxon mobils and dutch shell companies are of the lithium space right now haidi when it comes to consumer confidence we have seen a big gap what the us consumer is feeling and what markets are saying do you expect gap to close as we hit this critical holiday season where at the same time we have inflation worries and supply chain disruptions   overall we are seeing a lot of strength out of consumers consumer confidence has risen in october retail sales in september improved as well the consumer is looking strong think it will still be an unusual q4 rather than the lastminute shopping that tends to be done between thanksgiving and christmas i think this will be protracted as early as right now multiple months of buying as people try to front run these purchases given the supply chain issues it will be a different q4 but different ecommerce is still in the best position haidi great to have you with us