My current views on investing:
- Government will never stop printing money, so bitcoin / gold / land will all do well for 2 decades
- AI is drastically underestimated and the best AI companies are significantly undervalued
- Shorting individual stocks is very difficult, so I wouldn’t try it but the biggest indicator of whether a company survives or not is the internal speed of iteration now
- Bonds shouldn’t be in the conversation for anyone under age 50. Picking up pennies in front of steamroller
- Venture investing & public markets will blend in next 5 years, so private valuations will rise due to lots more capital chasing a few great companies
- Young people should look at assets & markets that Wall Street hasn’t adopted yet. This used to be bitcoin/crypto, but now private markets, prediction markets, compute markets, and data brokering
- every investor should be sovereign. You can use a financial advisor, but you have to know your numbers, your strategy, and your risk exposure. AI makes this too easy (Silvia .com)
- Everyone arguing over interest rates, oil, and other historical macro factors are not wrong, but these just have less impact today (thx @jvisserlabs)
- agents are coming for finance and things are going to rapidly change. Don’t fight it, embrace it and use to your advantage.
- Tesla / SpaceX merger will happen and create largest company in human history. My simple rule is to never bet against Elon.
There are many more, but what are yours?
- Government will never stop printing money, so bitcoin / gold / land will all do well for 2 decades
- AI is drastically underestimated and the best AI companies are significantly undervalued
- Shorting individual stocks is very difficult, so I wouldn’t try it but the biggest indicator of whether a company survives or not is the internal speed of iteration now
- Bonds shouldn’t be in the conversation for anyone under age 50. Picking up pennies in front of steamroller
- Venture investing & public markets will blend in next 5 years, so private valuations will rise due to lots more capital chasing a few great companies
- Young people should look at assets & markets that Wall Street hasn’t adopted yet. This used to be bitcoin/crypto, but now private markets, prediction markets, compute markets, and data brokering
- every investor should be sovereign. You can use a financial advisor, but you have to know your numbers, your strategy, and your risk exposure. AI makes this too easy (Silvia .com)
- Everyone arguing over interest rates, oil, and other historical macro factors are not wrong, but these just have less impact today (thx @jvisserlabs)
- agents are coming for finance and things are going to rapidly change. Don’t fight it, embrace it and use to your advantage.
- Tesla / SpaceX merger will happen and create largest company in human history. My simple rule is to never bet against Elon.
There are many more, but what are yours?