Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 24)

UBS On-Air: Market Moves - A podcast by Client Strategy Office

On this week’s episode of Viewpoints, Burkhard reflects on the developments surrounding DeepSeek and the impact felt by US technology and energy companies. Burkhard also shares some interesting boots-on-the-ground takeaways from recently attended deep-tech conferences, along with weighs the impacts of the global race for energy resources.