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
3,069 Listeners
Hedgeye Podcasts
205 Listeners
Mining Stock Daily
92 Listeners
The Market Huddle
359 Listeners
Excess Returns
69 Listeners
Value Hive Podcast
88 Listeners
The Grant Williams Podcast
1,342 Listeners
Supply Shock
117 Listeners
Wealthion - Be Financially Resilient
384 Listeners
Forward Guidance
274 Listeners
On The Tape with Danny Moses
118 Listeners
The Julia La Roche Show
51 Listeners
Thoughtful Money with Adam Taggart
363 Listeners
The David Lin Report
35 Listeners
Monetary Matters with Jack Farley
98 Listeners