Quarterly Market Update #2 w/ Hatem | Market theory, AI opportunities, and Bitcoin
Dream Machines: Physical AI, Robotics, Being Human · Evan Helda
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Show Notes
Welcome to our quarterly market update for Q3 2024, with Hatem Dhiab, Managing Partner at renowned investing firm, Gerber Kawasaki.
In this series, we share our observations & leanings from the most recent quarterly earnings calls. The goal of this series is to help you stay calibrated to the latest market & investing trends.
This conversation kicks off with an exploration of modern investing strategies and psychology (hint: I think traditional market theory is erroding, and the traditional strategies are breaking down)
We then focus on where value might accrue next in the AI stack, and cap off with a debate around Bitcoin’s resurgence and role in the financial system.
As always, this is not investing advice. DYOR! (Do Your Own Research).
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.dreammachines.ai