We're back, and we force Mark to take a victory lap for his February rate cut prediction! We dive into the details of the RBA's decision and its implications for future cuts.
Then, we dissect the market freakout following the release of Deepseek's open-source AI model. What does it say about AI market leaders' valuations, the effectiveness of export controls and the future of AI?
Finally, we discuss the return of "Tariff Man" and the potential for a Smoot-Hawley moment.
The Dismal Science