BAES 85: Did DeepSeek Pop the AI Bubble? And What's Next?

The Ben and Emil Show

Ben and Emil

Comedy

5 • 1K Ratings

🗓️ 30 January 2025

⏱️ 75 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

If a Chinese tree falls in the woods, does it make a sound? You bet it does. In this case the tree is DeepSeek, and the woods are the US stock market, and the sound is about $1.5 TRILLION dollars in value wiped out in a single day. In this episode we'll break down what happened, why the market reacted how it did, why it matters, and more importantly...what happens next. PLUS we talk with CITRINI, the investing wizard who was early to the AI trade and the GLP-1 trade to get his thoughts. This week's bonus episode is a damn classic you won't want to miss. https://benandemilshow.com BOSTON! Less than 10 tickets left for next week's show! https://thewilbur.com/armory/artist/ben-and-emil/ LINK TO OUR DISCORD: https://discord.gg/CjujBt8g Subscribe to Emil's Substack: https://substack.com/@emilderosa Leave a comment! Like this video! Tell a friend about our show! __ GOODR: Get yourself some high quality inexpensive sunglasses from Goodr! Go to https://goodr.com/BAES and use code BAES for free shipping. Goodr also offers a 30 day money back guarantee and 100% satisfaction. __ Latest MEATBALL SPECIAL HERE: https://youtu.be/uIOdsIn1Tdo Last week's episode HERE: https://youtu.be/nR1D-4Y2f84 We bought suits HERE: https://youtu.be/_cM1XqA9n2U This episode was edited by Connor Rousseau / @ conrad_roussrad Follow us on instagram! @ benandemilshow @ bencahn @ emilderosa Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	This week, how did a small Chinese startup erase $1.5 trillion from the United States stock market?
0:07.3	Plus, what stocks should you be buying to take a little bit of an advantage of this move?
0:13.4	Huh?
0:13.8	We're going to tell you.
0:15.2	Plus a whole lot more.
0:16.5	This week on the Ben In The Meals show.
0:25.1	What do you think?
0:26.1	Sure?
0:27.5	I don't know.
0:33.4	I'm looking down tired with Benin'Neal me.
0:35.8	Tell me what's going on.
0:38.4	Tell me what's going on. Tell me what's going on.
0:47.7	So isn't enough to bed in me? Tell me what's going on. Tell me what's going on.
0:56.3	Oh my God. Welcome back, folks. Holy God, what a, what a week so far.
0:58.7	Every single week there's something going on. If there ever was a week, this was it.
1:00.4	I did say in our predictions for the 2025 bingo, I did say that something Chinese was coming.
1:06.6	Is it just me or does it feel like something Chinese is about to happen?
1:09.9	You know what I mean?
1:12.3	I think something Chinese is going to keep coming, to be honest.
1:15.4	It seems like America's long humiliation has started and something Chinese will continue to come.
1:20.4	Yeah, that is, you can count on that.
1:23.7	Xi Jinping is, he's pressing that button.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Ben and Emil, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Ben and Emil and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.