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Podcast: The Julia La Roche Show
Episode: #229 David Woo: DeepSeek's Massive Macro Implications, Trump 2.0 Challenges, and Top Trade Ideas
Description: Macro trends blogger and economist David Woo, CEO of David Woo Unbound, joins Julia La Roche on episode 228 in a two-part interview. On Monday, he rejoined to provide analysis on China's DeepSeek AI breakthrough and the massive macro implications. On Friday, he provided a deep dive into Trump's second term strategy and the global chess moves, from US-China negotiations to the crucial role of Mexico in border security.
In Part 1, Woo discusses how DeepSeek's AI model from China has impacted markets, with the NASDAQ down 3% and Nvidia dropping over 16%. He examines how this development challenges US tech...