Navigating Tariffs, Tech Troubles, and Energy Impacts (e2516)

SHOWNOTESIn this week’s Cash Flow Memo, the team examines the Fed’s market impact on tariffs, energy markets, and tech giants’ AI strategies. Hunt opens with Trump’s rapid tariff reversal amid bond auction jitters, then walks us through oil & gas supply/demand, U.S. budget dynamics, and the implications for AAPL, MSFT, NVDA, META, Walmart, Uber & DoorDash. We also pause for a message from Oakcliff Sailing and close with healthcare, energy, and financial sector updates.00:00 Cold Open: Trump’s Tariff Retreat 00:40 Exhibit C – World Oil Supply/Demand Analysis 01:02 Exhibit B – U.S. Gas Demand/Supply Trends 03:08 Exhibit A – U.S. Government Revenues & Expenses 07:34 Page 1 – Apple’s AI & Tariff Headwinds 10:51 Page 1 – Microsoft Copilot Adoption 12:44 Page 3 – NVIDIA’s H20 Export Ban Fallout 14:30 Page 4 – Netflix & Meta FTC Testimony 17:41 Page 8 – Walmart vs. Amazon 4‑Hour Delivery 19:42 Page 20 – Uber & DoorDash Tariff Immunity 23:37 Sponsor Break: Oakcliff Sailing Update 25:16 Healthcare News: Eli Lilly & Food‑Additive Rules 27:33 Energy Updates (Pages 10–12) 32:14 Financials: Q1 Earnings for JPM, MS, GS, IBKR 35:17 Closing Remarks & Next Week’s Preview This podcast and the information herein are intended for informational purposes only. The views expressed herein are the author’s alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service. While certain information contained herein has been obtained from sources believed to be reliable, neither the author nor any of his employers or their affiliates have independently verified this information, and its accuracy and completeness cannot be guaranteed. Accordingly, no representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, timeliness or completeness of this information. The author and all employers and their affiliated persons assume no liability for this information and no obligation to update the information or analysis contained herein in the future. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit telltales.substack.com