Disruptive technologies produce winners and losers. Netflix killed Blockbuster, Amazon is killing Macy’s (and every other traditional retailer), and cryptocurrencies are killing Western Union (for starters). Solar power will displace fossil fuels, self-driving cars will radically shrink the auto industry, and AI is coming for our jobs. How can we profit in a world of exponential change and disruption? Each episode we game out scenarios, identify the direct winners and losers as well as the not-so-obvious downstream players, and discuss their likely fate. Then we ask “how can we make money” from our observations, add some technical analysis, and pick our best investment for the week.
Matt and Phil discuss the future of money including their analysis of traditional fiat, precious metals, and cryptocurrencies such as Bitcoin. For th...
Matt and Phil continue their discussion of Tony Seba’s “Clean Disruption” presentation (ref: https://dnainvestor.com/video2/), focusing their attentio...
Matt and Phil discuss the “Clean Disruption” presentation made by Tony Seba (ref: https://dnainvestor.com/video2/) and focus on the investment implica...
Matt and Phil discuss the premise of exponential technological progress which is leading to a technological “Singularity” as described by Ray Kurzweil...