Prof G Markets Winners and Losers After DeepSeek — ft. Robert Armstrong
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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.
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Private Equity Sell-Off
- Investors are selling private equity stakes at record levels due to a slowdown in deal-making and IPOs.
- This creates potential opportunities in secondary markets for those able to value private companies.
Advice for MBA Grads
- Recent MBA graduates face record unemployment, possibly due to inflated salaries and AI's impact on hiring.
- Be flexible with location, job prestige, and salary expectations to secure employment.
DeepSeek's Impact on AI Landscape
- DeepSeek's low AI development costs signal a shift from winner-take-all to a more competitive AI landscape.
- This benefits consumers and potentially application developers.