About this episode
Contextualizing auto tariff news for investors (0:20). Tesla's Q1 delivery data (2:20). Tech sluggishness and bright spots (4:15). Novo Nordisk's decline, weight loss drug saturation (5:15). GameStop slide, Bitcoin strategy (6:30). Gold , Bitcoin, volatility and inflation (9:40). Critical macro data points (13:20). Show links: The US will not enter a ‘demand-driven’ recession – says BCA GameStop slides 25% as Bitcoin buzz flips to investor skepticism Start the tariff engines: What does 'Made in America' mean? Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .