AI Snips
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Episode notes
Nvidia as US Market Indicator
- Nvidia's share price acts as a key indicator of the US market's health and AI bubble status.
- A significant drop in Nvidia signals challenges for American market exceptionalism.
US Market Volatility Masked
- US stock market barely moved despite tariff fears and turmoil, masking underlying problems.
- In contrast, non-US investors saw more significant losses due to currency effects and market composition.
Tariffs Impact Supply Chains
- Tariffs have caused supply shortages reminiscent of COVID-era disruptions.
- Inventories stocked up before tariffs will soon run out, risking future supply chain issues.