The Crypto Revolution

The Crypto Revolution

Super lofty ideas get attention and publicity, but they are not real. Narrow, specific applications are where true foundational value is created. The financial revolution will certainly not be based on a process where someone buys coins or tokens and simply waits for them to increase in value. On top of that, despite the belief that there will be frictionless peer-to-peer transactions, purchasing any cryptocurrency requires a crypto exchange like Coinbase or FTX that charge high trading fees and have questionable security. Blockchain is an evolution for businesses, it is not a disruption or a new infrastructure. It will improve user experiences, regulatory clarity, and interoperability. Crypto proved that digital transfers and settlements were possible, it is the blockchain platform that enables this efficiently and securely. It may be boring and we’re not going to have any stadiums or arenas named after a technology platform, but real change will be driven by a blockchain. The rest is a noisy sideshow.

Podcast: Transformation, Opportunity, and Absurdity

Podcast: Transformation, Opportunity, and Absurdity

Some of the world’s most important industries are being profoundly impacted by new technological innovations and platforms, such as artificial intelligence, digital assets, blockchain-based businesses, gene editing, and DNA sequencing, enabling unprecedented disruption to business and economic models.

Stable predictability is increasingly anachronistic. Every company or industry will either be a disrupter or disrupted. The leading growth companies of today stand an excellent chance to be memories tomorrow.

Podcast: Transformation, Opportunity, and Absurdity

Some of the world’s most important industries are being profoundly impacted by new technological innovations and platforms, such as artificial intelligence, digital assets, blockchain-based businesses, gene editing, and DNA sequencing, enabling unprecedented disruption to business and economic models.

Stable predictability is increasingly anachronistic. Every company or industry will either be a disrupter or disrupted. The leading growth companies of today stand an excellent chance to be memories tomorrow.

Podcast: Investment Strategies and Irrationality

Podcast: Investment Strategies and Irrationality

Investment success combines predicting the future, the confidence to make bold choices, and the fortitude to stay with those choices. Today’s volatile and uncertain world requires new knowledge and perspective and assembling relevant facts from many diverse sources to make better decisions and achieve superior returns.

There is no simple formula. Thoughtful observation of complex factors, understanding their interrelation, and predicting the outcome of their interaction is challenging. Media-based quips are usually misguided, superficial, and potentially catastrophic.

Podcast: Investment Strategies and Irrationality

Investment success combines predicting the future, the confidence to make bold choices, and the fortitude to stay with those choices. Today’s volatile and uncertain world requires new knowledge and perspective and assembling relevant facts from many diverse sources to make better decisions and achieve superior returns.

There is no simple formula. Thoughtful observation of complex factors, understanding their interrelation, and predicting the outcome of their interaction is challenging. Media-based quips are usually misguided, superficial, and potentially catastrophic.

Transformation and Investing: Disruption, Opportunity, and Absurdity

Transformation and Investing: Disruption, Opportunity, and Absurdity

Transformational Investing: Opportunity, Absurdity, and Terror highlights the extraordinary opportunities and risks associated with disruptive technologies and the global transformation they are causing. Instead of headline-grabbing hyperbole, I attempt to create a context to understand these developments – a broader, methodical, and disciplined way to think about disruption and transformation.

Some of the world’s most important industries are being profoundly impacted by new technological innovation and platforms, such as artificial intelligence, digital assets, blockchain-based businesses, gene editing, and DNA sequencing, enabling unprecedented disruption to business and economic models.

Investment success requires not only understanding these impacts but also grasping many other economic forces and elements ranging from global economics, game theory, competitive and microlevel analysis, as well as human behavior and emotions.

Stable predictability is increasingly anachronistic. Every company or industry will either be a disrupter or disrupted. The leading growth companies of today stand an excellent chance to be memories tomorrow.