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215 - šŸ¾ Rate Cut Victory Lap! šŸ¾ AI’s Sputnik Moment & the US’ Smoot-Hawley Moment.

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Manage episode 467364060 series 2125978
Content provided by Australian Institute of Company Directors and The Australian Institute of Company Directors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Australian Institute of Company Directors and The Australian Institute of Company Directors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

We're back, and we force Mark to take a victory lap for his February rate cut prediction! We dive into the details of the RBA's decision and its implications for future cuts.

Then, we dissect the market freakout following the release of Deepseek's open-source AI model. What does it say about AI market leaders’ valuations, the effectiveness of export controls and the future of AI?

Finally, we discuss the return of "Tariff Man" and the potential for a Smoot-Hawley moment.

  continue reading

225 episodes

Artwork
iconShare
 
Manage episode 467364060 series 2125978
Content provided by Australian Institute of Company Directors and The Australian Institute of Company Directors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Australian Institute of Company Directors and The Australian Institute of Company Directors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

We're back, and we force Mark to take a victory lap for his February rate cut prediction! We dive into the details of the RBA's decision and its implications for future cuts.

Then, we dissect the market freakout following the release of Deepseek's open-source AI model. What does it say about AI market leaders’ valuations, the effectiveness of export controls and the future of AI?

Finally, we discuss the return of "Tariff Man" and the potential for a Smoot-Hawley moment.

  continue reading

225 episodes

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