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14min chapter
Winners and Losers After DeepSeek — ft. Robert Armstrong
Prof G Markets
Weekend Adventures and Market Dynamics
This chapter features a humorous exchange about the speakers' contrasting weekend experiences, from a luxurious trip to St. Bart's to a grounded Parisian adventure. The light banter quickly shifts to a serious discussion about the financial impacts of the Chinese AI startup DeepSeek, which has triggered unprecedented reactions in the US tech market. The conversation explores investor confidence, market trends in private equity, and the implications of emerging affordable AI technologies.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode