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

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