<p>John West, Mergermarket’s global commentary editor and author of our weekly Continental Drift column, joins Dealcast host Julie-Anna Needham to discuss how corporates can navigate the new trade realities, along with other macroeconomic risks and opportunities. </p><ul><li>What is the real impact of First Brands and Tricolor on capital markets pipelines?</li><li>How strong are the parallels between the boom in AI investment and the dotcom bubble?</li><li>Could M&A financing become more expensive even if the Federal Reserve cuts rates?</li></ul><p>All this and more in this week’s Dealcast.</p>

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