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QAV 804 — The DeepSeek Black Swan

QAV 804 — The DeepSeek Black Swan

QAV Investing Podcast (Free Edition)

January 29, 202527m 8s

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Show Notes

In this episode of QAV, Cameron and Tony discuss a variety of topics, from Tony’s trip to Tasmania and adventures at MONA to Cameron’s kitchen mishap with a mandolin slicer. The conversation transitions to market insights, including the impact of the Chinese AI system DeepSeek on global markets and Nvidia’s significant market cap loss. The duo explores key investment stories like Lindsay Australia’s stock performance and Washington H. Soul Pattinson’s involvement, as well as discussing pathology services company ACL and its challenges in a government-regulated environment. The episode closes with reflections on the late David Lynch and his creative legacy.