Liberation Day or Isolation Day?

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In this episode, I talk about the recent tariffs from liberation day. I talk about the nature of these tariffs and what I believe the impact on consumers and companies might be. I briefly mention how I think about playing this market scenario. I move on to mentioning TSLA delivery numbers and how one of the worst performing mega cap stocks this year continues to disappoint. I lastly end on discussing Apple's new healthcare initiatives and a potential new thesis/driver for the worlds largest company. 

Few corrections:

19:12 - meant to say Musk not Trump.

24:19 - TSLA shares are down closer to 40% not 30%.