QAV 804 — The DeepSeek Black Swan

by Cameron Reilly | Jan 29, 2025 | Blog, Investing Podcast, Podcast Episodes

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.