We're sunsetting PodQuest on 2025-07-28. Thank you for your support!

Are We Headed For a Recession? + How Tariffs Hurt Housing (Live at SXSW)

2025/3/13

Prof G Markets

AI Deep Dive AI Chapters Transcript

People

Scott

通过积极的储蓄和房地产投资，实现早期退休并成为财务独立运动的领袖。

Topics

Scott: 我认为苹果推迟Siri的AI更新，反映出该公司在AI领域的战略失误，这可能会导致其股价下跌。苹果的市盈率相对于其增长显得过高，这进一步加剧了我的担忧。此外，苹果缺乏创新，员工对管理层失去信心，这些都可能对公司的长期发展造成不利影响。尽管如此，我认为Tim Cook的领导地位短期内不会受到威胁，因为他为公司创造了巨大的股东价值。然而，苹果在研发上的投入比例低于其他科技巨头，这值得关注。 Ed: 我同意Scott的观点，苹果在AI领域的战略存在问题。深度伪造技术对个人和机构的信任造成了严重威胁，美国政府应该采取措施，例如禁止DeepSeek，以保护国家安全。大银行预测美国经济衰退的风险增加，这与当前的经济数据相符。美国经济增长放缓，消费者信心下降，这些都增加了经济衰退的可能性。关税可能导致美国房屋建设成本增加，进一步加剧了住房负担能力问题。

Deep Dive

Chapters

Apple's postponement of Siri's AI updates sparks discussion about the company's innovation, valuation, and Tim Cook's leadership. Concerns arise about Apple's lack of investment in AI and potential overvaluation.

Apple postpones AI updates for Siri indefinitely due to unresolved bugs.
Apple's valuation is questioned, compared to other tech giants with higher growth rates.
Concerns raised about lack of innovation at Apple and potential leadership challenges for Tim Cook.

Shownotes Transcript

From the Vox Media Podcast stage at SXSW, Ed and Scott discuss Apple’s decision to delay AI updates for Siri, Sony’s fight against deepfakes, and why the United States is considering banning DeepSeek. They then break down why the big banks are predicting an increased recession risk, exploring the recent pain in the stock market and the potential fallout if a recession hits. They also discuss how tariffs are driving up the cost of building a home, and Scott challenges the notion that home ownership is the best path to wealth. Finally, Scott fields some audience questions to close out the show.

Are We Headed For a Recession? + How Tariffs Hurt Housing (Live at SXSW) 01:06:03 Share

Prof G Markets

Deep Dive

Shownotes Transcript

Are We Headed For a Recession? + How Tariffs Hurt Housing (Live at SXSW)