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Unhedged
The other side of trade
Feb 13, 2025
The discussion dives into the global implications of tariffs imposed during the Trump administration, examining their ripple effects on employment and trade. Insights into the significance of steel and aluminum reveal their ties to industrial might and political pressures. The hosts also analyze the resilience of globalization, exploring how companies are recalibrating supply chains in response to changing policies. Additionally, there's a light-hearted segment focusing on investment strategies in AI and whimsical market commentary.
25:50
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Quick takeaways
- The discussion highlights the global ramifications of Donald Trump's tariffs, particularly the geopolitical shifts and potential retaliatory measures from countries like Canada and Mexico.
- Investors are increasingly drawn to supporting infrastructure for artificial intelligence, emphasizing a more secure 'picks and shovels' investment strategy amid the AI boom.
Deep dives
The Chip Rush: A Modern Gold Rush
The surge in demand for semiconductors is likened to a gold rush, attracting significant investment interest. Investors are focusing on supporting infrastructure, such as data centers, chips, and power supplies, which are deemed crucial for the advancement of artificial intelligence. This strategy of investing in 'picks and shovels' reflects a more secure approach during the early phases of the AI boom. The implications of this trend highlight the increasing reliance on technology and the necessary resources to support its growth.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode