In this episode of Talking Markets we speak with Paul Kavanagh, Director of wealth and investment management company Patronus Partners.

Together with hosts David Buik and Michael Wilson they discuss the impact of Trump's presidency on tariffs and inflation, rising UK debt and the prospects of the magnificent 7 stocks.

AI is also one of the key themes, with the technology's potential to accelerate development in healthcare and DeepSeek upending the U.S. leaders analysed.

CFD trading involves a high level of risk. 82.12% of retail investors lose money.