By DNA Investor
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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.
||CleanEpisode 5: The Future of Money||Matt and Phil discuss the future of money including their analysis of traditional fiat, precious metals, and cryptocurrencies such as Bitcoin. For the “trade of the week”, Matt returns to oil and identifies specific levels to cover and short.||11/12/2017||Free||View in iTunes|
||CleanEpisode 4: AI and Employment||Matt and Phil discuss AI and how it will affect employment. For the “trade of the week”, Matt identifies a specific level to short the Dow.||10/22/2017||Free||View in iTunes|
||CleanEpisode 3: Self-Driving Cars||Matt and Phil continue their discussion of Tony Seba’s “Clean Disruption” presentation (ref: https://dnainvestor.com/video2/), focusing their attention on electric self-driving vehicles and what the death of the combustion engine will do to the au||10/1/2017||Free||View in iTunes|
||CleanEpisode 2: Solar Energy||Matt and Phil discuss the “Clean Disruption” presentation made by Tony Seba (ref: https://dnainvestor.com/video2/) and focus on the investment implications of the exponential progress being made in solar power. On a macro-level, Matt and Phil disc||9/3/2017||Free||View in iTunes|
||CleanEpisode 1: The Singularity||Matt and Phil discuss the premise of exponential technological progress which is leading to a technological “Singularity” as described by Ray Kurzweil, Peter Diamondis, and others. Once the premise is defined, they discuss accompanying inves||8/20/2017||Free||View in iTunes|
I have really enjoyed listening to this podcast So far. I have leared a lot from this podcast and look forward to future episodes!
Interesting Perspective for Investors
The hosts are very clear that the investments they discuss aren’t for everyone. For those interested in higher risk, more exotic investments this is a great place to start. Matt seems very comfortable in front of the mic.