Leifbridge Podcast
Navigating Volatility: AI Trends and Tariff Troubles
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In our latest podcast, Neil Williams and Ernst Knacke delve into two major themes impacting markets in 2023:
The rapid adoption of AI 🤖
The implications of government tariffs ⚖️
The duo discusses the volatility caused by news from China’s DeepSeek and its impact on AI stocks, particularly NVIDIA , as well as the broader implications of tariffs on inflation and market sectors.
They also touch on the importance of diversification and the potential risks of passive investment flows in a rapidly changing economic landscape.
Listen in on the conversation below 👇🏼
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