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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 in 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 fuel inflation. Plus, scholars take shots at the efficient market hypothesis, and ask whether passive investing h🤡as actually made the stock market inefficient.

Links for Show Notes:

• //hxmklzzmallshg.com/trump-tariffs-enacted-saturday-what-you-need-to🀅-know-8783771
• //hxmklzzmalꦺlshg.com/ter💦ms/e/efficientmarkethypothesis.asp
• //hxmklzzmallshg.com/what-to-expect-in-the-💞markets-this-week-8783286