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.

Avsnitt(475)

Macro Is Back

Macro Is Back

Kevin Kelly sits down with Teddy Vallee, Founder & CIO of Pervalle Global, to get his insights on the latest market rally, disappointing outlook for global equities, why small businesses in the US will be permanently impaired, and why BTC has such significant upside as an alternative for investors. Visit Pervalle Global's Website: https://pervalleglobal.com/ - Twitter: Teddy's Twitter: https://twitter.com/TeddyVallee 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.

28 Maj 202044min

Ian Cassel: A Legendary Investor’s Search For A 100-Bagger

Ian Cassel: A Legendary Investor’s Search For A 100-Bagger

On this episode, Tom Shaughnessy interviews a long time friend Ian Cassel. We discuss Ian's journey as a legendary startup/microcap investor, the creation of MicroCapClub which is the most prestigious microcap investing community, what Ian looks for in an investment and management team and so much more.  Checkout MicroCapClub: https://microcapclub.com/ - Twitter: Ian's Twitter: https://twitter.com/iancassel Tom Twitter:https://twitter.com/Shaughnessy119 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.

25 Maj 20201h 2min

Market Dispersion & Post-Crisis Consequences

Market Dispersion & Post-Crisis Consequences

In this episode, Kevin Kelly sits down with Mark Yukso, the CEO & CIO of Morgan Creek  Capital Management and Managing Partner of Morgan Creek Digital Assets, to discuss the  current state of markets, implications of extreme policy decisions in the wake of COVID-19, and the potential role Bitcoin and crypto will play in its aftermath. Mark shares invaluable insights from his +25yrs in investment management, drawing parallels to prior downturns and tech cycles while sharing his views on where we're headed in the New Normal. View Video Interview Here: https://www.youtube.com/watch?v=0S_6UntZ1eI - Twitter: Mark Yusko Twitter: https://twitter.com/MarkYusko   Kevin Kelly 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.

18 Maj 20201h 10min

Multicoin’s Ben and Tony: The Trust Spectrum

Multicoin’s Ben and Tony: The Trust Spectrum

In this episode, Tom Shaughnessy talks with Ben Sparango and Tony Sheng of Multicoin capital to discuss their latest report on The Trust Spectrum. We will keep this short, as the episode covers everything - enjoy and share! - Check out the Trust Spectrum Report: https://multicoin.capital/2020/03/24/trust-spectrum/ - Twitter: Ben's Twitter: https://twitter.com/bennybitcoins Tony's Twitter: https://twitter.com/tonysheng Tom Twitter:https://twitter.com/Shaughnessy119 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.

13 Maj 202038min

The Tie’s Joshua Frank: The State of Digital Assets

The Tie’s Joshua Frank: The State of Digital Assets

In this episode,Kevin Kelly talks with Joshua Frank, CEO of The Tie about their mega 60 page State Of Digital Assets Report. The Tie filters 850M+ tweets per day, tracks unique sentiment, conducted in-depth interviews and analyzed the wisdom of the crowd for this mega report.   Check out the report: https://www.etoro.com/en-us/crypto/quarterly-report/   Resources Mentioned:  Link to the State of Digital Assets Report: https://www.etoro.com/en-us/crypto/quarterly-report/ The Tie Twitter: https://twitter.com/TheTIEIO Chain Reaction Twitter: https://twitter.com/chainpodcast Kevin Kelly Twitter: https://twitter.com/Kevin_Kelly_II 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.

11 Maj 202056min

Haseeb Qureshi and Kevin Wang: Nervos’ Strategy in China

Haseeb Qureshi and Kevin Wang: Nervos’ Strategy in China

Host Tom Shaughnessy talks to Haseeb Qureshi, Managing Partner at Dragonfly Capital ($100M fund) and and Kevin Wang, co-founder of Nervos. On this episode the three discuss the benefits of a localization strategy in China, competition between layer-1 blockchains, what makes Nervos different (specifically token economics and sustainability are covered) and much more. If you enjoy this episode, please share it! Video Can Be Viewed Here: https://youtu.be/fubeSokngY8 Access Delphi's Research Here: https://www.delphidigital.io/ Resources Mentioned:  Haseeb's Twitter: https://twitter.com/hosseeb Kevin's Twitter: https://twitter.com/knwang Nervos: https://twitter.com/NervosNetwork Chain Reaction YouTube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Chain Reaction Twitter: https://twitter.com/chainpodcast Tom Shaughnessy Twitter: https://twitter.com/Shaughnessy119 Support The Show Check Out Delphi Digital's Research https://www.delphidigital.io/ ZenLedger is the official tax software of Chain Reaction for crypto investors and accountants. Get a 15% discount when you use code Chain15. https://bit.ly/3bundEl Visit Delta Exchange For A $10 Welcome Bonus! https://www.delta.exchange/Tom   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.

6 Maj 20201h 4min

Tavi Costa and Kevin Kelly: Deficits, Debasements & Disconnects

Tavi Costa and Kevin Kelly: Deficits, Debasements & Disconnects

In this episode,Kevin Kelly brings back Tavi Costa, of Crescat Capital to discuss his latest market outlook, the drastic disconnect between markets and the underlying economy, the growing risk of fiat currency debasement, consequences of historic monetary & fiscal responses, and why the current backdrop is bullish for scarce assets like gold, precious metals, and bitcoin in the coming years. Resources Mentioned:  Link to Crescat Capital’s latest Macro Outlook -- https://www.youtube.com/watch?v=qfisLXIoi8M Link to Tavi’s previous episode – https://letstalkbitcoin.com/blog/post/chain-reaction-tavi-costa-kevin-kelly-macro-madness Tavi Costa Twitter: https://twitter.com/TaviCosta Chain Reaction Twitter: https://twitter.com/chainpodcast Kevin Kelly Twitter: https://twitter.com/Kevin_Kelly_II Support The Show ZenLedger is the official tax software of Chain Reaction for crypto investors and accountants. Get a 15% discount when you use code Chain15. https://bit.ly/3bundEl Visit Delta Exchange For A $10 Welcome Bonus! https://www.delta.exchange/Tom   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 Maj 20201h 15min

Brian Klein: Crypto’s Most Esteemed, High Stakes Lawyer

Brian Klein: Crypto’s Most Esteemed, High Stakes Lawyer

Host Tom Shaughnessy talks to Brian Klein, partner at Baker Marquart, LLP. Brian is one of the most well known lawyers in the space with clients including Erik Voorhees, Block.One, Tezos' Kathleen and Arthur Brietman and others. On this episode we discuss representing major clients in the space, Brian's thoughts on the Telegram case, regulations (SEC) and more.   Resources Mentioned:  Brian's Twitter Account: https://twitter.com/brianeklein Baker Marquart: https://www.bakermarquart.com/index.php/trial-lawyers/brian-klein Chain Reaction Twitter: https://twitter.com/chainpodcast Tom Shaughnessy Twitter: https://twitter.com/Shaughnessy119 Support The Show ZenLedger is the official tax software of Chain Reaction for crypto investors and accountants. Get a 15% discount when you use code Chain15. https://bit.ly/3bundEl Visit Delta Exchange For A $10 Welcome Bonus! https://www.delta.exchange/Tom   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.

30 Apr 202042min

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