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- čas přidán 22. 02. 2024
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As the Crypto Gathering 2024 continues, we've unlocked a special segment from our Pro Macro tier for Daily Briefing viewers. Join Raoul Pal, Jordi Visser, CIO and president of Weiss Multi-Strategy Advisers, and Angus Shillington, director of international equity at VanEck, for a dynamic discussion on the current macro landscape, tech’s evolving impact on financial markets, and more. You can join the Crypto Gathering by signing up for FREE at rvtv.io/3T0RDpO
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🔥 𝗝𝗢𝗜𝗡 us at the Crypto Gathering 2024 (it's FREE) rvtv.io/3T0RDpO
(01:30) - Intro
(02:25) - Macro Landscape Outlook
(10:20) -Debt vs Equity Financing in Companies
(17:40) - AI impact on business models
(26:20) - Businesses adopting AI
(31:10) - AI’s disruption on businesses
Angus Shillington is such an epic name
lol yup
No doubt lol
Came here to write this
Sounds like Fungus
Raoul … you’re right… companies will come and go very very quickly unless they’ve a moat . Moats are rare.
Google raoul moat
Angus Shillington is awesome. Have read some of his analysis. Also badass name
The Gathering huh, "The sensation you are feeling is, The Quickening!" -- Ramirez, Highlandsr
They can be only one.
Amazing video. This is gonna get me thinking tonight
great
What about the real estate cycle?
So will governments be able to operate with less people and deliver same, more or less services more efficiently, thus reducing deficit spending?
Geez this put me to sleep
You missed out then .
Keep on sleeping.
The real value of real vision videos is when Raul is not in any of them.
Lol.