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

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