{"podcast":{"title":"InvestTalk","slug":"investtalk-442958","podcast_index_feed_id":442958,"rss_url":"https://feeds.redcircle.com/6fb1e853-719d-44d9-8b9e-9d4af81d7a89","website_url":"https://redcircle.com/shows/investtalk","image_url":"https://media.redcircle.com/images/2024/10/23/19/c4690508-f57d-4ad9-875a-f71e21715cde_712-4b04-8ddb-b7034ba418c6_square_podcast_logo.jpg","author":"Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors","episode_count":2121,"summary":"InvestTalk is your daily guide to stock market analysis, portfolio management, and unbiased financial education. Hosted by experienced wealth managers Justin Klein and Luke Guerrero, CFA, of KPP Financial, this daily investing podcast cuts through the noise to answer your specific investment questions. With over 60 million downloads, InvestTalk is trusted by investors who want institutional-grade research and actionable strategies. Every weekday, Justin and Luke break down complex macroeconomic trends and discuss highly searched topics, including stock and ETF analysis, 401(k) and retirement optimization, precious metals and commodities, real estate and housing markets, and the financial impacts of inflation, AI, and global economic shifts. No investment inquiry is off-limits. You can call our 24/7 voice bank at 888-99-CHART to have your specific stock ticker or portfolio strategy analyzed live on the air. Follow InvestTalk today to build a more resilient portfolio, and learn more at InvestTalk.com. http://blog.investtalk.com","last_synced_at":"2026-06-09T12:17:46.468656+00:00","page_url":"https://stenobird.com/podcast/investtalk-442958"},"episode":{"title":"DeepSeek's Permanent Price Cut: What AI Commoditization Means for Tech Investors","slug":"deepseek-s-permanent-price-cut-what-ai-commoditization-means-for-tech-investors","published_at":"2026-05-30T00:06:47+00:00","page_url":"https://stenobird.com/podcast/investtalk-442958/deepseek-s-permanent-price-cut-what-ai-commoditization-means-for-tech-investors","show_page_url":"https://stenobird.com/podcast/investtalk-442958","url":"http://investtalk.com","audio_url":"https://pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/137/audio3.redcircle.com/episodes/0f9563ea-ba20-4694-bad6-dcd9b7ea0394/stream.mp3","summary":"DeepSeek has made a permanent 75% discount on its flagship AI model, a move that accelerates the commoditization of AI and puts pressure on the entire AI infrastructure investment thesis. We examine what falling AI model prices mean for the companies building AI, buying AI, and investing in the picks-and-shovels of the AI boom. Today's Stocks & Topics: Tutor Perini Corporation (TPC), Market Wrap, Vanguard International Growth Adm (VWILX), SPDR Gold MiniShares (GLDM), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, International Business Machines Corporation (IBM), Quantum Computing Stocks, Investment Fees and Taxes, Eli Lilly and Company (LLY), Oil Prices this Summer. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai * Check out Progressive: https://www.progressive.com * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com * Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com * Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com Advertising Inquiries: https://redcircle.com/brands","meta_description":"DeepSeek has made a permanent 75% discount on its flagship AI model, a move that accelerates the commoditization of AI and puts pressure on the entire AI…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2685,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/investtalk-442958/episodes/deepseek-s-permanent-price-cut-what-ai-commoditization-means-for-tech-investors/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/investtalk-442958/deepseek-s-permanent-price-cut-what-ai-commoditization-means-for-tech-investors.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}