title

Innovative Profits

DNA Investor

0
Followers
0
Plays
Innovative Profits
Innovative Profits

Innovative Profits

DNA Investor

0
Followers
0
Plays
OVERVIEWEPISODESYOU MAY ALSO LIKE

Details

About Us

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.

Latest Episodes

Episode 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.

28 MIN2017 NOV 13
Comments
Episode 5: The Future of Money

Episode 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.

34 MIN2017 OCT 23
Comments
Episode 4: AI and Employment

Episode 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 automotive industry, and life in general. They name specific companies they believe are good shorts including various auto parts suppliers. For the “trade of the week”, Matt identifies a specific level to short crude oil.

25 MIN2017 OCT 2
Comments
Episode 3: Self-Driving Cars

Episode 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 discuss the disruptive effects solar will have on the energy exporting nations of Russia and Saudi Arabia. They then turn their focus toward electric utilities. For the “trade of the week”, Matt identifies a specific buy the level for Ether / Ethereum.

24 MIN2017 SEP 3
Comments
Episode 2: Solar Energy

Episode 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 investment themes. On a macro-level, Matt anticipates that the forces of technological unemployment, bloated sovereign debt, and aging demographics will cause a “perfect storm” of deflation. On a micro-level, they discuss individual companies/stocks that are likely to fall in value. For the “trade of the week”, Matt identifies two specific buy levels for Bitcoin.

27 MIN2017 AUG 20
Comments
Episode 1: The Singularity
the END

Latest Episodes

Episode 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.

28 MIN2017 NOV 13
Comments
Episode 5: The Future of Money

Episode 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.

34 MIN2017 OCT 23
Comments
Episode 4: AI and Employment

Episode 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 automotive industry, and life in general. They name specific companies they believe are good shorts including various auto parts suppliers. For the “trade of the week”, Matt identifies a specific level to short crude oil.

25 MIN2017 OCT 2
Comments
Episode 3: Self-Driving Cars

Episode 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 discuss the disruptive effects solar will have on the energy exporting nations of Russia and Saudi Arabia. They then turn their focus toward electric utilities. For the “trade of the week”, Matt identifies a specific buy the level for Ether / Ethereum.

24 MIN2017 SEP 3
Comments
Episode 2: Solar Energy

Episode 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 investment themes. On a macro-level, Matt anticipates that the forces of technological unemployment, bloated sovereign debt, and aging demographics will cause a “perfect storm” of deflation. On a micro-level, they discuss individual companies/stocks that are likely to fall in value. For the “trade of the week”, Matt identifies two specific buy levels for Bitcoin.

27 MIN2017 AUG 20
Comments
Episode 1: The Singularity
the END
hmly
himalayaプレミアムへようこそ聴き放題のオーディオブックをお楽しみください。