Milk Road AI
Milk Road
Helping everyday people get smarter about AI investing. Learn how to capitalize on the biggest technological change in history across the infrastructure, energy and app layers of AI.
Episodes
Mentioned books
Nov 14, 2025 • 59min
Why We Are NOT In An AI Bubble & How To Invest Across The Full AI Stack w/ Patrick & Duncan
In this episode, Duncan and Patrick break down why the AI boom is just getting started and lay out the full AI investing stack like no one else is doing. From GPUs to humanoid robots, this is the most practical guide to navigating the AI CapEx supercycle without getting wrecked. We’re talking data centers, chips, models, apps, and robots, all stacked, explained, and mapped to investable plays.~~~~~🧠 Join the Milk Road AI Newsletter waitlist and get ahead of the biggest tech shift before everyone else catches on: https://milkroad.com/ai/~~~~~✊ Follow Milk Road on Social Media:👉 Twitter: https://x.com/MilkRoadAI👉 YouTube: https://www.youtube.com/@MilkRoadAI👉 Spotify: https://link.milkroad.com/spotify-mr-ai👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai~~~~~🎙 GUEST INFO 🎙Duncan: https://x.com/FloodCapitalPatrick: https://x.com/Potrock_Kyle Reidhead: https://x.com/KyleReidhead📃 Disclaimer 📃The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit. Viewers should consult with a qualified financial professional before making any investment decisions.
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Nov 12, 2025 • 57min
Why Mike Novogratz Thinks We’re in an AI Bubble & How He’s Playing It
Mike Novogratz, the Founder and CEO of Galaxy Digital, shares his insights into the AI bubble. He describes a potential year-end rally and discusses his asymmetric investment strategies in both crypto and AI data centers. Novogratz emphasizes the importance of risk management and outlines Galaxy's transition toward real business opportunities. He highlights the growth potential in AI data centers and explains how these ventures can generate shareholder value. Additionally, he explores the significance of institutional adoption and the future of tokenization.
