Money and Me: Trump’s Tariff U-turn strategy benefits, what Deepseek means for investing in AI
Your Money with Michelle Martin · MONEY FM 89.3
Audio is streamed directly from the publisher (traffic.omny.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Hosted by Michelle Martin who invites Arun Pai to this episode to unpack Trump’s 10% tariff on Chinese imports and the closure of the "de minimis" loophole.
What do the moves mean for US interests?
Then the discussion shifts to whether DeepSeek can reshape semiconductor demand in Asia.
As AI shifts from training to inference, is a sector rotation from hardware to software underway?
Find out how investors can navigate the evolving AI landscape.
Guest: Arun Pai, Investments Team, Monk's Hill Ventures.
See omnystudio.com/listener for privacy information.