DeepSeek! More Earnings! Trump! - podcast episode cover

DeepSeek! More Earnings! Trump!

Jan 31, 202516 min
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Episode description

DeepSeek dominating markets and AI narrative this week (0:20). Tesla earning takeaways (4:55). Starbucks' turnaround story; Meta's fractional pop post-earnings; Ford EV data coming (9:30). Fed meeting and the 2% inflation target (12:20).

Show Notes:
Meta Q4 2024 Earnings Call 
Labor costs accelerate slightly in Q4 vs. Q3
Fed's preferred inflation gauge rises, personal spending surges in December
Tesla Q4 2024 Earnings Call

Episode transcripts: seekingalpha.com/wsb

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