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Podcast: The Real Investment Show (Full Show)
Episode: 1-27-25 DeepSeek Or Deep Sink?
Description: The unfolding of China's DeepSeek technology, and history's shortest trade war (with Colombia) highlighted the weekend. What are the investing opportunities from DeepSeek? Too soon to tell; allow markets to sort it out today, and make no rash moves. What DeepSeek means to markets; what's the difference from AI? Lance compares the 1960's space race to the AI technology competition today: Is this America's "Sputnik Moment?" Lance provides a concise primer on all things DeepSeek. Faster, cheaper chips upset the technology race: We knew this day would come (just didn't think it would be over the weekend!) The Open Source...