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She's On The Money
DeepSeek, Trump’s Tariffs & Interest Rates: Investing Smarter in 2025
Feb 11, 2025
Explore how AI innovations are impacting the stock market, particularly with NVIDIA's recent struggles. Understand the ramifications of Trump's tariffs on global markets and inflation, especially within mining and manufacturing sectors. The podcast also dives into how upcoming elections can sway market volatility and investment strategies, emphasizing the importance of policy over personalities. Finally, it underscores long-term investment approaches amidst fluctuating trends, steering investors away from reactionary tactics.
35:49
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Quick takeaways
- The emergence of DeepSeek demonstrates that effective AI solutions can be achieved with less hardware, challenging Nvidia's market dominance.
- Trump's tariffs introduce significant uncertainty in global markets, potentially increasing volatility across multiple sectors and impacting profitability.
Deep dives
The Impact of DeepSeek on AI and Nvidia
DeepSeek, a Chinese AI technology company, has significantly disrupted the AI landscape by demonstrating that less hardware can achieve comparable results. Unlike competitors such as ChatGPT, which required 16,000 Nvidia chips for training, DeepSeek has proven capable with only 2,000 chips. This revelation has raised concerns about Nvidia's previously unshakeable dominance in the AI market, leading to a notable decline in its stock value. The market reaction showcases how investor sentiment can cause substantial price fluctuations, which in this case resulted in Nvidia losing $600 million in one day.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode