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.
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Episode notes
DeepSeek's Disruption
- DeepSeek, a Chinese AI company, disrupts the AI landscape by training competitive models with significantly fewer resources than competitors like ChatGPT.
- This challenges NVIDIA's dominance and highlights the rapid evolution of AI technology.
Market Sentiment and NVIDIA
- Nvidia's stock drop exemplifies market sentiment, where emotions drive share prices.
- A drop doesn't always reflect a company's performance, but rather investor feelings.
Understand AI
- Familiarize yourself with AI and its implications.
- AI's growing prominence necessitates understanding its potential impact.