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(474)

Harry Sudock and Nick Sandomeno: Down The Bitcoin Mining and Security Rabbit Hole

Harry Sudock and Nick Sandomeno: Down The Bitcoin Mining and Security Rabbit Hole

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Harry Sudock, a director of strategy at Griid Infrastructure (Bitcoin Mining Firm) and Nick Sandomeno who is a financial planning analyst at Astorino Financial Group.  We dive into the Bitcoin mining industry, costs, and explore the major issues around mining from sustainability to costs and what the future looks like. This was a very exciting discussion, and sheds light on the mining industry which underpins Bitcoin's security.    Follow Tom on Twitter @Shaughnessy119 Follow Harry on Twitter @harry_sudock  Follow Nick on Twitter @NickSandomeno Links 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 owns tokens in ETH, BTC, XTZ, LEO, DCR and STX.   - Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io  -

4 Okt 20191h 3min

Alex Lindgren: Crypto Regulatory Complexities and Consequences

Alex Lindgren: Crypto Regulatory Complexities and Consequences

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) Alex Lindgren, a Partner at Lindgren, Lindgren, Oehm & You LLP. On this episode we discuss the legal complexities projects and teams in the space have to navigate and the consequences.  Mr. Lindgren’s practice ranges from software-based start-ups to private investment funds focusing on cryptocurrency trading or technology acquisitions.   Follow Tom on Twitter @Shaughnessy119 Follow Alex on Twitter @Alex_LLOYLaw Links Alex's Website 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 owns tokens in ETH, BTC, XTZ, LEO, DCR and STX.   - Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io  -

30 Sep 201944min

Joey Krug: Predicting Augur’s Future and Pantera’s Investment Thesis

Joey Krug: Predicting Augur’s Future and Pantera’s Investment Thesis

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Joey Krug, the co-founder of the predictions protocol Augur and the Co-CIO of Pantera, one of the space's largest group of funds.  We discuss the future of Augur ranging from capabilities, upgrades, Augur V2. We also dive into Pantera's investment thesis, which investments pass the smell test, which investments are worth passing on and so much more. Joey shares the inside scoop on Pantera's investment process and thesis.   Follow Tom on Twitter @Shaughnessy119 Follow Joey on Twitter @joeykrug Links Pantera Capital Augur   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 owns tokens in ETH, BTC, XTZ, LEO, DCR, VRA and STX.   - Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io  -

24 Sep 201951min

Cosmos’ Sunny Aggarwal: Byzantine Battalion Is Hacking Projects For The Greater Good

Cosmos’ Sunny Aggarwal: Byzantine Battalion Is Hacking Projects For The Greater Good

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Sunny Aggarwal, a researcher and core developer at Tendermint and Cosmos and the founder of the Byzantine Battalion.  We discuss Sunny's latest project: how the Byzantine Battalion is hacking projects for the greater good. The Battalion can hack projects to test their merits, security and so much more.    Follow Tom on Twitter @Shaughnessy119 Follow Sunny on Twitter @sunnya97 Links The Byzantine Battalion Telegram Group   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 owns tokens in ETH, BTC, XTZ, LEO, DCR, VRA and STX.   - Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io  -

9 Sep 201933min

SKALE’s Jack O’Holleran: Elastic Sidechains Enabling Massive Scale for dApps On Ethereum

SKALE’s Jack O’Holleran: Elastic Sidechains Enabling Massive Scale for dApps On Ethereum

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Jack O'Holleran, the co-founder and CEO of SKALE. On this episode we dive into how SKALE's elastic sidechains can enable massively scalable decentralized applications. Between sidechains and state channels, SKALE makes interesting tradeoffs to achieve the right balance of scale and decentralization. SKALE's tech can be deployed with only a few lines of code, elastic sidechains are highly configurable and the system eliminates a lot of the complexity in scaling dApps. Whoever said Ethereum and dApps cant scale haven't heard of SKALE.   To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION Follow Tom on Twitter @Shaughnessy119 Follow  jack on Twitter @jackoholleran   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 owns tokens in ETH, BTC, XTZ, LEO, DCR, VRA and STX.   - Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io  -

3 Sep 201946min

Three Arrows Capital’s Kyle Davies: A Multi-Strategy Fund Seeking Alpha and The LEO Bull Case

Three Arrows Capital’s Kyle Davies: A Multi-Strategy Fund Seeking Alpha and The LEO Bull Case

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Kyle Davies, the co-founder of Three Arrows Capital. This was an excellent discussion into Kyle's storied finance background and how he is using that to drive alpha in Crypto. Three Arrows Capital goes way beyond long and short positions so it was great to hear all of the ways the fund is driving returns across an array of methods. We also get into the case for LEO, Bitfinex's native token. To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION Follow Tom on Twitter @Shaughnessy119 Follow  Kyle on Twitter @kyled116  Follow Su Zhu on Twitter @zhusu  Resources: Polkadot Promise and Problems Three Arrows Capital Website   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 owns tokens in ETH, BTC, XTZ, LEO, DCR, VRA and STX.   - Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io  -

20 Aug 201947min

Arca’s Jeff Dorman: Wall Street Veteran Co-Founds A Crypto Fund

Arca’s Jeff Dorman: Wall Street Veteran Co-Founds A Crypto Fund

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Jeff Dorman, the co-founder and CIO of Arca. On this episode we discuss Jeff's experience at Lehman, Merril, Citadel, and now as the co-founder and CIO of Arca, a crypto focused fund. This episode cover's Jeffs immense focus on bringing his experience at prior firms to the crypto realm. To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION Follow Tom on Twitter @Shaughnessy119 Follow  Jeff on Twitter @jdorman81   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 owns tokens in ETH, BTC, XTZ, LEO, DCR, VRA and STX.   - Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io  -

15 Aug 201945min

Hasu and Ryan Sean Adams: Bitcoin & Ethereum: A Rational Conversation Between Two Bulls

Hasu and Ryan Sean Adams: Bitcoin & Ethereum: A Rational Conversation Between Two Bulls

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Hasu and Ryan Sean Adams for a rational conversation between two bulls, Hasu on Bitcoin and Ryan Sean Adams on Ethereum. Between the echo chambers of crypto twitter and the pointless yelling matches on other mediums, this was a thoughtful and constructive conversation between two bulls on the similarities and differences on Bitcoin and Ethereum. Follow Tom on Twitter @Shaughnessy119 Follow Hasu on on Twitter: @hasufl Follow Ryan Sean Adams on Twitter: @RyanSAdams 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 owns tokens in ETH, BTC, XTZ, LEO, DCR, VRA and STX.   - Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io  -

12 Aug 20191h 21min

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