About this episode
Trump's draconian tariffs, markets fall (0:30). Declines in retail and tech (2:50). Tesla stock price, Q1 deliveries, Musk murmurs (6:20). Retail bright spots and low lights (9:30). AI spending, guidance coming (13:20). Macro data points (15:25). Show Notes: Tesla: A Nuanced Bull/Bear Conversation Nasdaq ends down 6%, S&P logs worst day since 2020 as Trump tariffs flare trade-war fears The full list of U.S. tariff rates and the countries targeted 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 .