This week’s biggest story has the financial world reeling: Chinese startup DeepSeek’s revolutionary AI model is challenging conventional wisdom about the need for massive AI investment. Companies heavily reliant on AI, including Nvidia, were among the biggest losers. However, the fallout extends far beyond the tech sector, with implications for derivative plays on AI development, such as energy providers. Manuel Villegas joins us to dissect the implications of DeepSeek’s groundbreaking technology, and we also have special guest Markus Waeber on the show today to share his insights on the Swiss property market.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:31 Markets wrap-up by Lucija Caculovic (Investment Writing)

07:07 Artificial Intelligence latest: Manuel Villegas (Next Generation Research)

11:23 Swiss Real Estate update: Markus Waeber (Head of Indirect Real Estate Advisory & Intelligence)

15:47 Closing remarks by Bernadette Anderko (Investment Writing)

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