Episode 405: DeepSeek Disrupts Global AI Race, Nvidia Falters

In episode 405, Cameron and Jared discuss Trump's first week in office; the rise of China's AI model DeepSeek and the implications for Nvidia and other tech stocks; investors flocking to the safety of US government bonds; the impact of tariffs on global markets; inflation and food insecurity in America; and this week's economic indicators, including thoughts on the Fed's next moves.

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This episode is 16 minutes long.

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This episode was published on January 30, 2025.

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