Gene Munster, Managing Partner at Loop Ventures, shares his expert analysis on Nvidia's earnings and the company’s promising future in AI technology. Meanwhile, Frank Monkam, Head of Macro Trading at Buffalo Bayou, discusses navigating market turbulence amidst new tariff threats from the U.S. on Canada and Mexico. The conversation delves into market protection strategies, the impact of geopolitical factors on oil trading, and insights on how businesses and consumers might be affected by the evolving trade landscape.