Doomberg Riffs: Chips, China & Power Plays: The Big Bets on a Multipolar World скачать в хорошем качестве

Doomberg Riffs: Chips, China & Power Plays: The Big Bets on a Multipolar World

Global Shifts: AI, Geopolitics, and Energy - A Comprehensive Analysis In this insightful episode we are joined by returning guest Doomberg to explore the rapid advancements in AI, their societal impacts, and potential dangers. We dive into the geopolitical shifts including China's rise, the decline of US dominance, and the implications of the upcoming BRICS meeting. The discussion features the dynamics of global energy demand, the role of gold as a neutral reserve asset, and the growing debate between gold and Bitcoin. We also examine the complexities of the semiconductor industry, China's strategic moves, and the evolving geopolitical landscape, with a focus on the fragility of the European Union and the U.S. energy policies. The conversation touches on the challenges of maintaining trusted sources in an age of information pollution and emphasizes the need to understand diverse perspectives for a holistic view. Join us as Doomberg provides expert insights into these critical global trends and their far-reaching consequences. 00:00 Introduction to AI and Geopolitical Risks 00:52 Welcoming Doomberg: Energy and Geopolitical Tensions 02:02 The Decline of US Dominance and Rise of Multipolarity 04:30 Gold's Role in the New Global Order 07:02 NATO vs Russia: The Energy and Geopolitical Chessboard 07:47 The BRICS Meeting in Kazan: Implications and Speculations 27:59 Trump vs Harris: Impacts on Energy and Geopolitics 38:25 The Shale Revolution and Western Foreign Policy 43:23 China's Technological Ambitions: Semiconductors and Beyond 50:38 The Chinese Semiconductor Strategy 52:54 The AI Revolution and Market Speculations 54:02 Geopolitical Risks and Taiwan's Semiconductor Monopoly 59:18 The Rise of Open Source AI 01:00:04 The Dark Side of AI: Deepfakes and Fraud 01:06:05 Navigating the Information Pollution 01:09:19 Energy and AI: The Future Outlook 01:11:37 The Breakdown of Trust in Institutions 01:15:48 The Role of Media and Social Networks 01:29:44 Conclusion and Final Thoughts This is "ReSolve's Riffs" – published on YouTube Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick, and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management Inc. ================ ADAPTIVE STRATEGIES DESIGNED TO ELEVATE TRADITIONAL PORTFOLIOS ReSolve is an alternative asset manager which focuses on providing cutting-edge, globally-diversified, and systematic investment strategies that are non-correlated to traditional portfolios. We manage private and public funds as well as bespoke separately managed accounts for investors seeking the potential to smooth out portfolio returns. Check our Strategies pages: RESOLVE EVOLUTION MULTI-STRATEGY FUTURES PROGRAM: pure alpha designed to zig when traditional portfolio’s zag. Our flagship Systematic Global Macro program aims to have zero long-term correlation to global equities and bonds at a similar volatility to global equity markets. https://investresolve.com/strategies/... ADAPTIVE ASSET ALLOCATION FUTURES PROGRAM: Combining our best beta and best alpha strategies to create an all-terrain portfolio https://investresolve.com/strategies/... RETURN STACKING FOR IDLE MONEY: Putting your lazy money to work. Bespoke mandates that utilize idle capital to stack ReSolve’s diversifying strategies on top. https://investresolve.com/strategies/... RETURN STACKED ETFs: Unlocking the benefits of diversification by aiming to layer one investment return on top of another, achieving more than $1 of exposure for each $1 invested https://investresolve.com/strategies/... For our latest research insights and exclusive content visit our website! Blog Articles: https://investresolve.com/blog/ Featured Research Papers: https://investresolve.com/research/ Webinars: https://investresolve.com/media-center/ Podcasts: https://investresolve.com/podcasts/ ================ *ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association ("NFA"). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.