BAES 85: Did DeepSeek Pop the AI Bubble? And What's Next?

BAES 85: Did DeepSeek Pop the AI Bubble? And What's Next?

If a Chinese tree falls in the woods, does it make a sound? You bet it does. In this case the tree is DeepSeek, and the woods are the US stock market, and the sound is about $1.5 TRILLION dollars in value wiped out in a single day. In this episode we'll break down what happened, why the market reacted how it did, why it matters, and more importantly...what happens next. PLUS we talk with CITRINI, the investing wizard who was early to the AI trade and the GLP-1 trade to get his thoughts. This week's bonus episode is a damn classic you won't want to miss. https://benandemilshow.com BOSTON! Less than 10 tickets left for next week's show! https://thewilbur.com/armory/artist/ben-and-emil/ LINK TO OUR DISCORD: https://discord.gg/CjujBt8g Subscribe to Emil's Substack: https://substack.com/@emilderosa Leave a comment! Like this video! Tell a friend about our show! __ GOODR: Get yourself some high quality inexpensive sunglasses from Goodr! Go to https://goodr.com/BAES and use code BAES for free shipping. Goodr also offers a 30 day money back guarantee and 100% satisfaction. __ Latest MEATBALL SPECIAL HERE: https://youtu.be/uIOdsIn1Tdo Last week's episode HERE: https://youtu.be/nR1D-4Y2f84 We bought suits HERE: https://youtu.be/_cM1XqA9n2U This episode was edited by Connor Rousseau / @ conrad_roussrad Follow us on instagram! @ benandemilshow @ bencahn @ emilderosa Learn more about your ad choices. Visit podcastchoices.com/adchoices

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BAES 146: Will Oil BREAK the Global Economy?

BAES 146: Will Oil BREAK the Global Economy?

Everyone is convinced that we're just weeks away from global turmoil. But is everyone just panicking? We'll gently, sensually explain to you everything you need to know about oil, what's really going ...

2 Apr 1h 25min

BAES 145: Is Donald Trump using the Iran War for Profit?

BAES 145: Is Donald Trump using the Iran War for Profit?

It just doesn't stop, does it folks? We've got unprecedented, comic-book level corruption in this administration with mysterious trades going off minutes before Trump makes market moving statements. W...

26 Mars 1h 7min

BAES 144: Why the Stock Market isn't Crashing...Yet

BAES 144: Why the Stock Market isn't Crashing...Yet

With everything going on these days it seems like we should be seeing headlines about the market crashing and yet...here we are, just a few points off the all time highs. What gives? This week we're b...

19 Mars 1h 20min

BAES 143: Can Nithya Raman Fix Los Angeles?

BAES 143: Can Nithya Raman Fix Los Angeles?

With us this week is Nithya Raman, running for mayor of Los Angeles. She tells us exactly how the city is *actually* run, the problems it faces, and most importantly...how they can be solved. Follow ...

12 Mars 1h 12min

BAES 142: Did Trump Start WW3?

BAES 142: Did Trump Start WW3?

Well, America and Israel have officially attacked Iran. We'll break down the who, what, when, where, why, and our takes. Plus, Ben got scary medical news in the bonus. NEW MERCH OUT! Get 10% off when...

5 Mars 1h 24min

BAES 141: How Did this Guy Just Crash the Market?

BAES 141: How Did this Guy Just Crash the Market?

James van Geelen, known on finance twitter as Citrini, has made a MASSIVE name for himself over the last few years. In fact, he has the most popular paid substack in the finance vertical. On Sunday, h...

26 Feb 1h 22min

BAES 140: Why Are So Many AI Researchers Quitting?

BAES 140: Why Are So Many AI Researchers Quitting?

Elon Musk is rapidly losing founders and engineers at his precious little xAI. And he's not the only one: OpenAI and Anthropic have also lost key players, whose resignations are worded ominously to sa...

19 Feb 1h 13min

BAES 139: Why AI is Crashing Bitcoin and Stocks

BAES 139: Why AI is Crashing Bitcoin and Stocks

Is the AI reckoning finally upon us? What the hell caused bitcoin to drop over 50% recently? Why are some software darlings down huge? Don't worry sweetie, we'll tell you everything you need to know. ...

12 Feb 1h 11min

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