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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
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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
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