In this discussion, John Foley, head of the Financial Times Lex column and financial markets guru, tackles the turmoil in equity markets driven by political upheaval. Investors shift focus from volatile tech stocks to the safety of bonds. They analyze the influence of tariffs and trade tensions on sectors like cardboard supplies. John also shares insights on future investments, particularly in potash and Tesla, while examining how the Trump administration's policies interplay with market trends and daily American lives.

Join John Foley, a technology writer at the Financial Times, as he dives into the earnings of the Magnificent 7 stocks, including insights on heavyweights like Alphabet and Tesla. They discuss the contrasting strategies of AI leaders Apple and NVIDIA, and the competitive landscape in tech. Explore Tesla's expansion beyond cars and the evolving robo-taxi industry. They also analyze Reddit’s unique business model and reveal a cautious optimism in U.S. consumer sentiment amidst economic jitters.