Investing Frameworks For The Exponential Age | Crypto x AI Event

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.

Episoder(475)

Anatoly, Maya and Ryan: Experts Discuss The Parallels Between Crypto and Wireless Networks

Anatoly, Maya and Ryan: Experts Discuss The Parallels Between Crypto and Wireless Networks

Hosts Tom Shaughnessy sits down with Anatoly Yakovenko, Maya Zehavi and Ryan Gentry for a wide reaching discussion on the parallels between the wireless industry and crypto. From how Wireless technologies played out on a geographic basis, to narrative changes and where value accrued, there are clear comparisons between the two industries. I was thrilled to have on a group of wireless experts turned crypto experts!  - Twitter: Anatoly's Twitter: https://twitter.com/aeyakovenko Maya's Twitter: https://twitter.com/mayazi Ryan's Twitter: https://twitter.com/RyanTheGentry Tom's Twitter: https://twitter.com/Shaughnessy119 Chain Reaction Twitter: https://twitter.com/chainpodcast Support The Show Thank you to our sponsor AltoIRA for making this happen! Visit Altoira.com/Chainreaction for more information! Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8 Access Delphi's Research Here: https://www.delphidigital.io/ Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, MLN, SNX, RUNE, BNT, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product or service.

25 Jun 20201h 12min

Daniel Segundo: Value Investing In Crypto

Daniel Segundo: Value Investing In Crypto

Hosts Tom Shaughnessy sits down with Daniel Segundo, a General Partner at Off The Chain. The two discuss value investing in crypto vs the traditional world, Warren Buffett and Charlie Munger the Mount Gox claims and much more! Visit Off The Chain Here: https://offthechain.capital/ - Twitter: Dan's Twitter: https://twitter.com/danielpsegundo Tom's Twitter: https://twitter.com/Shaughnessy119 Chain Reaction Twitter: https://twitter.com/chainpodcast Support The Show Thank you to our sponsor AltoIRA for making this happen! Visit Altoira.com/Chainreaction for more information! Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8 Access Delphi's Research Here: https://www.delphidigital.io/ Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, MLN, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product or service.

22 Jun 202039min

All Roads Lead to Gold & Bitcoin

All Roads Lead to Gold & Bitcoin

In this episode, Kevin Kelly sits down with Luke Gromen, founder of Forest for the Trees (FFTT), a macro/thematic research firm, to discuss the growing risks within sovereign bond markets, the end game of major central bank intervention, consequences of fiat currency debasement, and the outlook for various asset classes under such conditions. Visit FFTT: https://fftt-llc.com/index.php Thank you to our sponsor AltoIRA for making this happen! Visit Altoira.com/Chainreaction for more information! - Twitter: Luke's Twitter: https://twitter.com/LukeGromen Kevin's Twitter:https://twitter.com/Kevin_Kelly_II Chain Reaction Twitter: https://twitter.com/chainpodcast Kevin's Past Episode With Luke: iTunes: https://podcasts.apple.com/us/podcast/luke-gromen-and-kevin-kelly-king-dollar-and-macro-chaos/id1438148082?i=1000455274996… Spotify: https://open.spotify.com/episode/6bU3IvnUjjs3gBD7YCSTdm?si=JIKASIEOTGaN_jTWbGuwvQ Support The Show Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8 Access Delphi's Research Here: https://www.delphidigital.io/    Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, STX, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product or service. Kevin Kelly holds tokens in BTC, ETH, SNX and RUNE.

17 Jun 20201h 2min

Peter Mauric: Polkadot’s Competitive Edge

Peter Mauric: Polkadot’s Competitive Edge

Hosts Tom Shaughnessy sits down with Peter Mauric the Head of Public Affairs at Parity who is helping to deliver the vision of Polkadot and Kusama. The two discuss Polkadot's viability as a layer-1 blockchain, its potential competitive advantages and much more. This podcast is timely as Polkadot's first iteration just went live. Dive in! - Twitter: Peter's Twitter: https://twitter.com/PAMauric Tom's Twitter: https://twitter.com/Shaughnessy119 Chain Reaction Twitter: https://twitter.com/chainpodcast Support The Show Thank you to our sponsor AltoIRA for making this happen! Visit Altoira.com/Chainreaction for more information! Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8 Access Delphi's Research Here: https://www.delphidigital.io/ Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, MLN, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product or service.

15 Jun 202052min

John McAfee: Why Bitcoin Is Going To Zero

John McAfee: Why Bitcoin Is Going To Zero

Hosts Tom Shaughnessy sits down with John McAfee, the Founder of McAfee AntiVirus and Privacy Coin GHOST. John details his views on Bitcoin, Monero, GHOST and other cryptos, the state of the world and the government and much more. We thank John for joining us on this episode.  View The Video Version of This Episode: https://tinyurl.com/y96xo3e8 Checkout Ghost Here: https://www.ghostbymcafee.com/ - Twitter: John's Twitter:https://twitter.com/officialmcafee Tom's Twitter: https://twitter.com/Shaughnessy119 Chain Reaction Twitter: https://twitter.com/chainpodcast Support The Show Thank you to our sponsor AltoIRA for making this happen! Visit Altoira.com/Chainreaction for more information! Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8 Access Delphi's Research Here: https://www.delphidigital.io/ Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, STX, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product or service.

12 Jun 202025min

Dan Hannum: Slow, Steady, and Silent. A Crypto OG That Stays Under the Radar

Dan Hannum: Slow, Steady, and Silent. A Crypto OG That Stays Under the Radar

Hosts Tom Shaughnessy sits down with Dan Hannum, the COO of ZenLedger and Founder and CIO at Hannum Capital Management. On this episode we discuss Dan's past on Wall Street to Blockchain Capital to eventually starting his own $25M fund over 4 years ago. We discuss life lessons, what Dan looks for in an investment and so much more! - Resources: Dan's Twitter: https://twitter.com/DHannum8 Hannum Capital Management: https://www.hannumcapitalmanagement.com/ ZenLedger: https://zenledger.io/ Tom's Twitter: https://twitter.com/Shaughnessy119 Chain Reaction Twitter: https://twitter.com/chainpodcast Support The Show Thank you to our sponsor AltoIRA for making this happen! Visit Altoira.com/Chainreaction for more information! Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8 Access Delphi's Research Here: https://www.delphidigital.io/ Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, STX, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product or service. Medio Demarco owns tokens in RUNE, SNX and BTC.

11 Jun 20201h 2min

Avoiding Pitfalls & Crisis Investing

Avoiding Pitfalls & Crisis Investing

Kevin Kelly welcomes Cullen Roche, Founder & CIO of Orcam Financial Group, for a lively discussion on crisis investing, elevated risks in fixed income & Treasuries, the growing disconnect between stocks and economic readings, and much more! Visit Orcam Financial Group: https://t.co/2QrUqP2CBW?amp=1 - Twitter: Cullen's Twitter: https://twitter.com/cullenroche Kevin's Twitter:https://twitter.com/Kevin_Kelly_II Chain Reaction Twitter: https://twitter.com/chainpodcast Support The Show Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8 Access Delphi's Research Here: https://www.delphidigital.io/     Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, STX, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product or service.

3 Jun 202056min

Andreas M. Antonopoulos: A Pragmatist’s View on The World & Its Future

Andreas M. Antonopoulos: A Pragmatist’s View on The World & Its Future

Hosts Tom Shaughnessy and Medio Demarco sit down with Andreas M. Antonopoulos, the best-selling author, speaker, educator, and highly sought after expert in Bitcoin and open blockchain technologies. The group discuss the intersection of Bitcoin and geo-politics, social contracts, developer communities, the lightning network, what a dystopian future could look like and so much more.  View the Video Interview Here: https://youtu.be/7ESbJTN0cMw - Twitter: Andreas' Twitter: https://twitter.com/aantonop Tom's Twitter: https://twitter.com/Shaughnessy119 Medio's Twitter:https://twitter.com/mediodelphi Chain Reaction Twitter: https://twitter.com/chainpodcast Support The Show Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8 Access Delphi's Research Here: https://www.delphidigital.io/   Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, STX, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product or service. Medio Demarco owns tokens in RUNE, SNX and BTC.

1 Jun 20201h 1min

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