SHOWNOTES
In 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
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