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!
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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%...
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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
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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.
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