John West, Mergermarket’s global commentary editor and author of our weekly Continental Drift column, joins Dealcast host Julie-Anna Needham to discuss how corporates can navigate the new trade realities, along with other macroeconomic risks and opportunities.

• What is the real impact of First Brands and Tricolor on capital markets pipelines?
• How strong are the parallels between the boom in AI investment and the dotcom bubble?
• Could M&A financing become more expensive even if the Federal Reserve cuts rates?

All this and more in this week’s Dealcast.