On today's episode of On The Margin, Jordi Visser a veteran money manager & currently President and CIO, Weiss Multi-Strategy Advisers joins the show for a discussion on the disruptive technologies changing the investing landscape in 2023.
With the release of ChatGPT in 2022, a tidal wave of investment & excitement has resurged around the promise of A.I. In this episode, Jordi walks through the opportunities this technology can provide in 2023 & beyond. To hear how Jordi approaches investing in disruptive technology, you'll have to tune in!
--
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Jordi: https://twitter.com/jvisser_weiss
Follow Michael: https://twitter.com/MikeIppolito_
Follow Blockworks: https://twitter.com/blockworks_
--
Referenced In The Show:
Disruptive technologies: Advances that will transform life, business, and the global economy: https://www.mckinsey.com/~/media/McKinsey/Business%20Functions/McKinsey%20Digital/Our%20Insights/Disruptive%20technologies/MGI_Disruptive_technologies_Executive_summary_May2013.pdf
--
Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
--
Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
--
Timestamps:
(00:00) Introduction
(00:52) Inflation, Technology & The Macro Cycle
(02:21) We're Entering A Productivity Boom
(05:18) Artificial Intelligence
(09:08) Permissionless II Ad
(09:56) Investing In Disruptive Technology
(19:12) The Effect Of A.I's "Disruptive Innovation"
(24:15) Crypto
(31:00) Is Crypto A New Nation State?
(35:52) Research Ad
(36:41) Where Are We In The Market Cycle?
(45:20) Recession Fears Are Overblown
--
Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Inflection Point