Moving Markets

This week’s biggest story has the financial world reeling: Chinese startup DeepSeek’s revolutionary AI model is challenging conventional wisdom about the need for massive AI investment. Companies heavily reliant on AI, including Nvidia, were among the biggest losers. However, the fallout extends far beyond the tech sector, with implications for derivative plays on AI development, such as energy providers. Manuel Villegas joins us to dissect the implications of DeepSeek’s groundbreaking technology, and we also have special guest Markus Waeber on the show today to share his insights on the Swiss property market.

00:00 Introduction by Bernadette Anderko (Investment Writing)
00:31 Markets wrap-up by Lucija Caculovic (Investment Writing)
07:07 Artificial Intelligence latest: Manuel Villegas (Next Generation Research)
11:23 Swiss Real Estate update: Markus Waeber (Head of Indirect Real Estate Advisory & Intelligence)
15:47 Closing remarks by Bernadette Anderko (Investment Writing)

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What is Moving Markets?

Moving Markets is the home of podcasts at Julius Baer. Here, our expert teams share concise daily market updates in ‘Moving Markets Daily’ which is complemented by ‘Moving Markets: The View Beyond’, a weekly show dedicated to discussing the context, thematic angles, and investment implications behind key topics shaping the news cycle and conversations among our relationship managers and clients.

The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.