

What will happen to markets in 2025?
13 snips Feb 10, 2025
Katie Martin, a seasoned markets columnist for the Financial Times and the host of the Unhedged podcast, shares her insights on the impending market shifts as Trump potentially reshapes tariffs. She discusses navigating inflation, the challenges posed by China in the AI sector, and the disconnect between financial markets and everyday life. As viewers prepare for possible economic turbulence, Katie emphasizes wise investing strategies and explores the potential economic opportunities in post-conflict Ukraine, weaving in humor with a debate on kitchen gadgets.
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Market Volatility Due to Trump
- Global markets face choppy times due to Donald Trump's unpredictable policies, particularly trade tariffs.
- These policies create uncertainty for investors of all levels, impacting stocks, bonds, and currencies.
DeepSeek Challenges US Tech
- The emergence of DeepSeek, a Chinese AI rival to ChatGPT, challenges US tech dominance.
- DeepSeek is cheaper, energy-efficient, and performs well, disrupting the narrative of American exceptionalism.
Trump's Conflicting Priorities
- Trump measures his success by stock market performance, creating a conflict with potentially market-damaging policies like tariffs.
- While deregulation and tax cuts boost markets, tariffs risk inflation, a key issue that got him elected.