DeepSeek, A.I., Tariffs, and the Future of Economic Security

A jam-packed January full of news also brought DeepSeek into the future of A.I. conversation, deep-seating Nvidia as the world's most valuable company, and calling into question the hundreds of billions of dollars of spending by Big Tech on semiconductors to control the future. The Fed punted on interest rates, as expected, but now new tariffs on Canada, Mexico and China threaten to upend the effects of monetary policy and bring more inflation to our doorsteps. Plus, scholars take shots at the Efficient Market Hypothesis, and ask whether passive investing has actually made the stock market inefficient.

LINKS FOR SHOW NOTES
whitehouse.gov/presidential-actions/2025/02/im…
investopedia.com/trump-tariffs-enacted-saturda…
papers.ssrn.com/sol3/papers.cfm?abstract_id=38…
investopedia.com/terms/e/efficientmarkethypoth…

investopedia.com/what-to-expect-in-the-markets…

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