AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Macro Mondays
3 Good Tariff Trades for a Crazy Week!
Feb 3, 2025
Dive into the volatile world of global economics, where recent tariff announcements are shaking up trade and markets. Discover how the unpredictability of U.S. leadership is frustrating investors and influencing dollar dynamics. The podcast also tackles the evolving relationship between tariffs and inflation, shedding light on historical cases. Gain insights into the resilience of manufacturing and Europe's challenges while exploring high-conviction trading strategies and the intricate trade ties between Germany and Kyrgyzstan. An engaging listen for market enthusiasts!
29:31
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- The perception of the AI tool DeepSeek has shifted to being seen as a minor advancement, positively affecting companies like NVIDIA.
- Recent tariff discussions and fluctuations in trade negotiations highlight the importance of focusing on underlying economic health rather than immediate concerns.
Deep dives
Shifting Perspectives on AI Breakthroughs
The discussion highlights a change in perception regarding the AI tool DeepSeek, which was initially considered a major breakthrough. Recently, expert consensus has shifted towards viewing it as a minor advancement, largely due to its reliance on data from the open AI chat GPT model. This change in perspective has resulted in a more bullish outlook for companies like NVIDIA, indicating that while the foundational AI concepts remain positive, they are not as game-changing as initially thought. The evolving narrative suggests that DeepSeek may have been a contributing factor to the potential for new tariffs rather than a primary driver of market movement.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode