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Inflation expectations and their impacts on the economy take center stage in this episode, as we explore the challenges facing the Federal Reserve and the resulting market volatility. We discuss the interconnected roles of tariffs, immigration, and political influences on inflation, and offer strategies for investors to navigate these turbulent waters.

• Discussion on the latest inflation report and its implications
• Analysis of the Fed’s direction and market reactions
• Exploration of inflation expectations and consumer behavior
• Examination of tariffs and their impact on pricing
• Insight into immigration's role in the labor market and inflation
• Consideration of Fed's political influences on monetary policies
• Recommendations for adjusting investment strategies in uncertain times
• Call for listeners to engage and share topics for future discussions

Straight Talk for All - Nonsense for None


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This episode tackles the contentious concept of a U.S. sovereign wealth fund, dissecting its potential feasibility, funding challenges, and political implications. With existing programs already serving similar purposes, the necessity of a new fund comes into question against the backdrop of America’s daunting debt landscape.

• Discussion on the nature and purpose of sovereign wealth funds
• Examination of the feasibility of establishing one in the U.S.
• Political implications and challenges tied to governance
• Review of current funding sources and their limitations
• Consideration of socio-economic issues that need first attention
• Closing thoughts on the redundancy of a new fund amidst existing programs

Straight Talk for All - Nonsense for None


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https://skepticsguidetoinvesting.buzzsprout.com

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In the second part of our discussion of DeepSeek, we explore the potential investment implications of DeepSeek for U.S. technology companies and the the competitive landscape in AI.

Is DeepSeek really “better” than the models used deployed by U.S. Big Tech? Or are there apples-oranges comparisons at play?

Are DeepSeek’s claims of minimal capital investments accurate? Or do they ignore large undisclosed costs?

How accurate are DeepSeek responses, compared to those of U.S. competitors? Is DeepSeek really a “lite” version of an AI chatbot? Is that really sufficient?

Does DeepSeek really run on fewer, simpler GPUs? If so, what are the implications for all of the investments now being made in data centers and the energy to run them?

Was DeepSeek’s rollout of its R1 model intended to embarrass the Trump Administration after its Stargate AI initiative?

Can we expect more export controls on sale of GPUs to China and a TikTok-style banning of the app?

We discuss these and other issues in this 2-part discussion.

Straight Talk for All - Nonsense for None


Please check out our other podcasts:

https://skepticsguidetoinvesting.buzzsprout.com