Episode #2 | Politics and markets collide: Exec orders, tariffs, Tik-Tok and DeepSeek

In this episode of the Active Investor w/SGH podcast, we dive into the whirlwind first week of President Trump's second term and its immediate impact on markets, policy, and global trade. From a flurry of executive orders reversing Biden-era policies to aggressive tariff threats and a renewed "America First" strategy, we break down the key decisions shaping the economic landscape. We explore the dramatic policy shifts on immigration,climate, and trade, including Trump’s controversial approach to China, TikTok’s uncertain future, and the potential fallout from rising U.S. tariffs. But it’s not just politics making waves—AI is disrupting markets in unexpected ways. We unpack the rise of DeepSeek, the Chinese AI startup shaking up the tech industry, and what its breakthrough could mean for NVIDIA, data centres, and the future of artificial intelligence. Join SGH Chair Stephen Hiscock and Chief Investment Officer Rob Hogg as they analyse what these major developments mean for investors, the economy, and financial markets.  With inflation, interest rates, and market volatility in the spotlight, we discuss what to watch in the weeks ahead.Website: https://sghiscock.com.au/ LinkedIn: ⁠https://www.linkedin.com/company/sg-hiscock-company/⁠ 🔗 Disclaimer: This podcast is produced by SG Hiscock and Company. It does not constitute financial advice and assumes a certain level of knowledge. It is general information only and does not take into account the investment objectives. Financial situation or needs of any person and should not be considered a recommendation. The views in this podcast are those of the contributors at the time of recording. Neither SGH nor any of its related parties provide any warranty of accuracy. Returns are not guaranteed. Please refer to the podcast description for full disclosures - https://sghiscock.com.au/podcast-disclosures-and-disclaimers/