Sign up to save your podcasts
Or
Share Episode 09: DeepSeek and the Geopolitical Chess Game. With Jacob Shapiro
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Episode 09: DeepSeek and the Geopolitical Chess Game. With Jacob Shapiro
China's DeepSeek AI has reportedly matched the performance of OpenAI and other models at a fraction of the cost. The news sent US tech stocks plummeting Monday, with Nvidia shares losing nearly 17%. Jacob Shapiro, Head of Geopolitical and Macro at The Bespoke Group, joins Maggie Lake today to discuss the market and geopolitical implications of the news. Will this help or hinder a deal with China? Jacob also weighs in on Mexico, the Ukraine war and why Germany may be the most important country to watch.
Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me
Connect with me on Substack: https://maggielake.substack.com
Connect with me on Twitter: https://x.com/maggielake
*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
00:00 - Introduction: Jacob Shapiro
01:00 - Is China's DeepSeek What Caused the Market Sell-Off
04:40 - It Hurst Much More to Lose
06:35 - China’s AI Strategy: Threat or Overhyped?
11:10 - Trump’s Trade Policies: Bluff or Real Economic Shift?
18:30 - Could Countries Turn to China?
22:25 - The Risk of Germany Pivoting Away from the US
25:50 - Ukraine, Russia, and the Role of China in Ending the War
28:25 - The Future of US Manufacturing and Trade Policy
34:15 - Closing Thoughts: Filtering Noise and Finding Real Signals
View all episodes
By Mags
5
55 ratings
China's DeepSeek AI has reportedly matched the performance of OpenAI and other models at a fraction of the cost. The news sent US tech stocks plummeting Monday, with Nvidia shares losing nearly 17%. Jacob Shapiro, Head of Geopolitical and Macro at The Bespoke Group, joins Maggie Lake today to discuss the market and geopolitical implications of the news. Will this help or hinder a deal with China? Jacob also weighs in on Mexico, the Ukraine war and why Germany may be the most important country to watch.
Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me
Connect with me on Substack: https://maggielake.substack.com
Connect with me on Twitter: https://x.com/maggielake
*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
00:00 - Introduction: Jacob Shapiro
01:00 - Is China's DeepSeek What Caused the Market Sell-Off
04:40 - It Hurst Much More to Lose
06:35 - China’s AI Strategy: Threat or Overhyped?
11:10 - Trump’s Trade Policies: Bluff or Real Economic Shift?
18:30 - Could Countries Turn to China?
22:25 - The Risk of Germany Pivoting Away from the US
25:50 - Ukraine, Russia, and the Role of China in Ending the War
28:25 - The Future of US Manufacturing and Trade Policy
34:15 - Closing Thoughts: Filtering Noise and Finding Real Signals
More shows like Maggie Lake Talking Markets
View all
Macro Voices
3,066 Listeners
Hedgeye Podcasts
197 Listeners
Mining Stock Daily
94 Listeners
The Market Huddle
362 Listeners
Excess Returns
71 Listeners
Value Hive Podcast
90 Listeners
The Grant Williams Podcast
1,347 Listeners
Supply Shock
112 Listeners
Wealthion - Be Financially Resilient
374 Listeners
Forward Guidance
276 Listeners
On The Tape with Danny Moses
155 Listeners
The Julia La Roche Show
57 Listeners
Thoughtful Money with Adam Taggart
388 Listeners
The David Lin Report
35 Listeners
Monetary Matters with Jack Farley
89 Listeners