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Prof G Markets
Winners and Losers After DeepSeek — ft. Robert Armstrong
Jan 30, 2025
In this insightful conversation, Robert Armstrong, a U.S. financial commentator for the Financial Times, delves into the ramifications of the DeepSeek trade. He discusses the uninvestable nature of Chinese stocks despite their corporate developments. Additionally, Robert compares European and U.K. stocks to their U.S. counterparts and shares his perspective on Trump’s comments regarding interest rates. He also addresses how the current immigration crackdown could influence investors, offering a comprehensive view of today's market landscape.
59:43
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Quick takeaways
- The emergence of DeepSeek has disrupted the tech market by introducing cost-effective alternatives, significantly impacting traditional market leaders like NVIDIA.
- A record high in private equity stake sales signals investor demand for liquidity due to longer timelines for expected exits in the industry.
Deep dives
Impact of DeepSeek on Tech Stocks
A new AI app named DeepSeek has caused a significant downturn in major tech stocks, erasing over a trillion dollars in market value. The app's ability to deliver comparable results to established models at a fraction of the cost has raised concerns among investors that existing tech leaders could struggle to maintain their competitive edge. Notably, NVIDIA saw a staggering 17% drop, leading to a loss of nearly $600 billion, highlighting the vulnerability of tech-centric investment strategies. The market is grappling with the realization that cheaper alternatives in AI development may disrupt the current profit dynamics in the tech industry.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode