Investing Frameworks For The Exponential Age | Crypto x AI Event
The Delphi Podcast29 Loka 2024

Investing Frameworks For The Exponential Age | Crypto x AI Event

The Six Year Window: Making Money in the Exponential Age - A wide-ranging conversation between Kevin Kelly (Delphi Digital) and Raoul Pal exploring investment frameworks for an AI-driven future.

In this thought-provoking discussion, macro investor Raoul Pal shares his thesis on why we have roughly six years until AI and other exponential technologies fundamentally reshape the economy and society.


Key insights:


- Traditional macro investing frameworks may become obsolete as AI reshapes economic fundamentals

- The next 6 years represent a critical window to position for the new economic paradigm

- Technology and crypto represent the primary vectors for capturing value in the exponential age

- The intersection of AI and blockchain could enable new forms of economic activity and value creation


"We've got about six years, I put 2030 as a rough date when we don't begin to understand how anything works. And so therefore I would like to be on the other side of that protected." — Raoul Pal


Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai


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Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital.


Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:


https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/


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Follow the Speakers:


- Kevin Kelly on Twitter/X ► https://x.com/ Kevin_Kelly_II

- Raoul Pal on Twitter/X ► https://x.com/Raoulgmi


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Chapters


00:00 Introduction and Sponsor Acknowledgments

00:49 Introduction with Raoul Pal

01:53 The Exponential Age Thesis

04:28 Impact of AI on Economic Growth

08:05 Future of Markets and Investment Returns

11:47 AI, UBI, and Economic Transformation

14:10 The Future of Money in an AI World

17:41 Blockchain and AI Integration

21:43 Traditional Investors' Understanding of AI

24:43 Government and Regulatory Response

30:02 Investment Framework Evolution

34:12 High Conviction Investment Bets

39:43 Personal Portfolio Strategy

41:15 Tesla and Tech Stock Analysis

44:49 Elon Musk's Master Plan

49:06 Rapid Fire: Underrated vs Overrated

54:26 Future of Media and Personal AI

59:45 Closing Thoughts and Contact Information


Disclaimer

All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Research, which makes no representations or warranties of any kind in connection with the contained subject matter. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

Jaksot(469)

TokenSoft’s CEO Mason Borda: Blockchain Technology Enabling a 24/7 and Global Digital Security Market

TokenSoft’s CEO Mason Borda: Blockchain Technology Enabling a 24/7 and Global Digital Security Market

Host Tom Shaughnessy of 51percent Crypto Research (www.51pct.io) is joined by Tokensoft's co-founder and CEO Mason Borda TokenSoft enables small businesses, enterprises, and financial institutions to meet compliance requirements at issuance, distribution or exchange. This is a great episode as we have already had on numerous STO companies, so Tokensoft rounds out our STO coverage! Follow Tom on Twitter @Shaughnessy119 Follow Mason on Twitter @masonic_tweets   - 51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io Disclosure: Tom Shaughnessy owns tokens in ETH, MKR, ZRX, HYDRO, CVC, DCR, POLY and GLA. This podcast is NOT investment advice and is only informational. Do not make investment decisions based upon this podcast. 51percent was not compensated by any party for this podcast episode. Tom has no investment stake in Parity. This content is strictly informational.   Sign Up For 51percent's Leading Crypto Research  - Advertisers: To advertise on this podcast, email Tom@51pct.io Potential Guests: If you're interested in appearing on the podcast, email Tom@51pct.io  -

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23 Joulu 20181h 3min