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With the Bank of England citing Donal Trump's trade war as the key driver for lower interest rates, will the UK-US trade deal stall the fall? Georgie Frost, Simon Lambert and Helen Crane discuss this and — will the new IHT levy on pensions lead to retirees spending more on holidays? Also, as companies require more of their staff to return to the office, is 'Working From Home' over?

Fed Chair Powell and team want to see more before making changes to interest rates, and automakers are an early sign price increases might be coming in response to tariffs. Tim Beyers and Bill Mann discuss the Fed’s continued wait and see approach to tariff policy, inflation, and interest rate cuts, Ford’s warning of tariff impacts, and why MercadoLibre is worth a look amid the macro uncertainty, and how Uber and DoorDash are both flourishing as they cash in on the delivery market and consumer laziness. Then, 19 minutes in, Fool contributor Jason Hall talks through his time at Berkshire Hathaway’s annual meeting in Omaha, Warren Buffett’s plans to step down as CEO, and what to expect next from Greg Abel. Finally, 31 minutes in, Bill and Tim break down two stocks on their radar: Apple and Ibotta. Stocks discussed: F, MELI, DASH, UBER, NVO, BRK.A, BRK.B, AAPL, BAC, IBT. Host - Dylan Lewis; Guests - Bill Mann, Tim Beyers, Jason Hall

After sixty years at the helm of Berkshire Hathaway, the Oracle of Omaha is ready for retirement. Jim Gillies and Dylan Lewis discuss Warren Buffett’s plan to step down as CEO of Berkshire Hathaway, the parallels between Berkshire’s succession planning and Apple’s transition from Steve Jobs to Tim Cook, and the available cash, opportunities, and challenges ahead for Greg Abel and team. Companies discussed: BRK.A, BRK.B, AAPL, BAC. Host - Dylan Lewis; Guest - Jim Gillies

James Cameron-Wilson says that #1 Thunderbolts* is keeping the UK box office ticking over. A mildly entertaining Marvel movie starring Florence Pugh and David Harbour, it is very noisy and features dreadful badinage. He was hoping for more from Netflix's Havoc, the biggest feature film ever to be shot wholly in Wales. Starring Tom Hardy, nothing about this John Wick knock-off rings true and, with no character development, it feels endless. After enjoying A Simple Favour, he was disappointed by Another Simple Favour on Amazon Prime. With Anna Kendrick and Blake Lively again, it starts promisingly with some good one-liners but descends into unbelievable farce.

Steve Caplin wonders why scientists have developed a cake with pneumatic robotic dancing bears on top, rechargeable but also edible. Amazon have a new budget service – Haul. DVD anti-piracy warnings were piratical themselves. Spielberg's film Duel is about to become a reality in Texas. Delivery robots will soon be able to climb stairs. EEGs are to be considerably less intrusive. Agatha Christie is now helping budding detective writers – from beyond the grave. And Chinese scientists have worked out how to tattoo tardigrades.

Russ Mould of A J Bell explains that markets are hoping that trade deals might be in the offing to reduce the effect of President Trump's tariffs. It is too early to tell if this is a triumph of hope over expectation or if the UK will be one of the first companies to strike a deal with the US and reduce the effect of tariffs. Russ goes through some of the companies which have explained how they will be affected by American tariffs and which might benefit from the Indian trade deal.

Nigel Farage's stunning electoral success last Thursday exposed the chronic failure of state-centred socialism and the policy vacuum at the heart of the discredited Conservative party, following a decade of errors of judgement. Thomas Jefferson set out his 'self-evident truths' in 1776, that all are equal in deserving life, liberty and the pursuit of happiness: these, combined with constitutional acceptance of the need for inter-generational rebalancing, provide the real alternative to the narrow populism of the far right. Background music: 'The New Order' by Aaron Kenny

Microsoft just got the market focused on business results again. Nick Sciple and Dylan Lewis discuss Microsoft posting double digit growth across five segments and continuing to put cap ex to work on AI and the cloud, Meta’s advertising present and AI future, and why Microsoft is leading big tech and has the best near-term outlook for the Mag 7 stocks. Then, 17 minutes in, Yasser el-Shimy and Mary Long continue their conversation about Warner Brothers Discovery and shine a spotlight on David Zaslav – the man tasked with leading the media conglomerate into the future. Companies discussed: MSFT, META, AAPL, AMZN, WBD. Host - Dylan Lewis; Guests - Tim Beyers, Mary Long, Ryan Henderson