Bloomberg Daybreak: US Edition

Discover how DeepSeek is shaking the AI industry, causing a staggering $589 billion loss for NVIDIA. Uncover the impact of this disruption on the market and the insights from tech investors. Meanwhile, Trump vows to implement much larger tariffs than the current 2.5%, promising shockwaves across key sectors. Plus, catch up on the Knicks' stellar playoff performance, marking a thrilling moment in sports.

A Chinese AI startup, DeepSeek, is shaking up the U.S. tech market with its affordable models, prompting traders to reevaluate tech valuations. The geopolitical implications of this disruption are profound, especially as it coincides with recent developments in U.S.-Colombia tariff negotiations. Additionally, the show dives into the importance of eyewitness accounts in combating Holocaust denial, a tragic plane crash due to bird strikes, and thrilling NFL playoff updates, showcasing a mix of history and sports in today's dynamic landscape.

Discover how digital banking has transformed our money management, paving the way for innovative investment opportunities with cryptocurrency. Uncover the significant shifts driven by mobile banking and the role of blockchain in enhancing transparency. Explore investment strategies surrounding Bitcoin, Ether, and tokenized assets, as well as the revolutionary potential of tokenization in finance. This discussion dives into bridging the gap between traditional finance and the crypto world, sparking fresh ideas in the investing landscape.

James McIntyre, a Bloomberg economist with a focus on Australia and New Zealand, joins to discuss the intricacies of the Australian economy. He analyzes upcoming consumer price index data, highlighting how inflation trends will impact the Reserve Bank of Australia’s decisions. The conversation also covers high interest rates, unexpected job growth amid cooling property markets, and the economic interplay with China’s improving GDP. Insights into the U.S.-China trade relations add another layer to the economic landscape.

President Trump reveals a surprising preference to avoid imposing tariffs on China, signaling a shift in his economic strategy. He plans to discuss potential interest rate cuts with Fed Chair Jay Powell, reflecting concerns over the economy. Meanwhile, Senate efforts are ramping up to confirm Trump's Cabinet appointees amidst a backdrop of market fluctuations influenced by legal rulings and global events. With Trump's nuanced approach to trade and manufacturing, the implications for U.S.-China relations and the broader economic landscape are poised to evolve.

Vladimir Zelensky, the President of Ukraine, discusses his country's dire need for U.S. military support amid ongoing tensions with Russia. He emphasizes the importance of a peacekeeping force that includes American troops, highlighting NATO unity and the geopolitical landscape. Zelensky also calls attention to the global financial discussions happening at Davos and the urgency of international support for Ukraine's struggles. His insights reflect on the interplay between military aid and global stability.

Discover how a major streaming platform attracted nearly 19 million new subscribers, thanks to the return of beloved shows and live sports. In the political arena, Trump expands tariff threats to China and Europe while advocating for a $100 billion push in AI infrastructure. There's also a spotlight on how these economic policies may reshape global business and influence sectors like technology and banking. Plus, insights into the impact of AI on workforce planning and strategies for navigating succession in businesses.

Netflix achieves a record-breaking quarterly subscriber gain, adding 18.9 million customers, thanks to the return of popular shows and live sports. The conversation dives into how this robust growth contrasts with analyst forecasts and creates ripples in the stock market. The hosts also discuss Netflix's strategic investments in content and their mastery in viewer engagement, positioning the platform as a leader in the competitive streaming arena. Additionally, insights into upcoming AI infrastructure announcements hint at intriguing financial implications.

The podcast dives into Donald Trump's sweeping executive actions, focusing on immigrant deportation and tightening border controls. Market reactions are analyzed, showcasing the volatility in stocks and the dollar's rise amid Trump's warnings. A significant pause on the TikTok ban is also discussed, revealing the implications of this delay for users and the app's future. The conversation touches on key political shifts and their influence on the economy, painting a portrait of a rapidly changing landscape.

The inauguration of Donald Trump marks a new era focused on national sovereignty and safety. Insights from former officials reveal plans on energy policies to tackle inflation and the ambitious goal of exploring Mars. Discussions cover the challenges of passing Trump's legislative agenda amidst a slim majority, as well as the complexities of U.S.-China relations and diplomatic appointments. Additionally, historical perspectives highlight the significance of peaceful power transitions, enriching the context of this politically charged event.