Latest / The Real Investment Show (Full Show)
1-27-25 DeepSeek Or Deep Sink?
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…
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