Cardone
You Get Bitcoin at the Price You Deserve (by Understanding it)
If you thought you took a look at Bitcoin and dismissed it a few years back, it's time to revisit..
The game has changed.
Take 15 mins a hear real estate guru and investor Cardone out:
The Five-Year Countdown: How AI Will Dramatically Reshape The Economy And Asset Markets
Darius recently sat down with Raoul Pal of Real Vision for an enlightening conversation about the accelerating impact of AI, the exponential age, and what investors must do now to stay ahead. If you missed it, here are the three most important takeaways that could significantly impact your portfolio:
1) The Next Five Years Will Change Everything—Faster Than Expected
Raoul Pal’s “Exponential Age” thesis is happening at an even greater speed than anticipated. With AI advancing at an exponential rate—expected to surpass human intelligence within the next year—the way we work, invest, and interact with markets will fundamentally shift. AI will replace entire job sectors, disrupt business models, and introduce extreme efficiency into capital formation. Investors need to understand that the old rules of economic cycles and the age-old labor vs. capital debate are being rewritten in real-time.
Key Takeaway:
The next five years are crucial—investors who don’t adapt will be left behind. This is the window to build financial security and position portfolios for the seismic shifts ahead.
2) AI and Automation Will Reshape Market Structure
Financial markets will undergo a transformation as AI-powered investment strategies begin to dominate. The firms with the most advanced AI will gain an enormous edge, potentially absorbing vast amounts of market share and capital. At the same time, markets will become both hyper-efficient over the short-to-medium term and hyper-inefficient over the long-term—creating opportunities for those who can navigate the chaos.
Key Takeaway:
The traditional diversification approach (e.g., 60/40 portfolios) will likely underperform. Instead, investors should focus on secular trends such as AI, blockchain, and exponential technologies—these will be the defining investment themes of the coming decade.
3) The Key Risk Is Not Being Over or Under Invested—It’s Being In The Wrong Assets
One of the biggest mistakes investors make is under-allocating to exponential assets. Traditional portfolio management focuses on diversification across asset classes, sectors, and factors, but in this new era, the most successful investors will be those who hyper-concentrate in the right areas. Crypto, AI-focused equities, and cutting-edge technology plays offer the best asymmetric upside.
Key Takeaway:
Investors need to be positioned in exponential assets. Staying on the right side of market risk during the “exponential age” increasingly requires a risk management framework that adapts to rapid change, like our KISS Portfolio Construction Process and Dr. Mo (Discretionary Risk Management Overlay). The size, scope, and rapid pace of change in the economy and asset markets means investors relying on legacy frameworks will struggle—especially as the share of trading activity generated by AI accelerates. Trend following is the best solution to ensure you are participating alongside the supercomputers, not fighting them.
https://www.youtube.com/watch?v=_fygwHX9wkI
Bonus: rewired hedge fund manager explains what you're missing about the value being created by bitcoin
https://youtu.be/i2lDSiq73rM?si=IHMioNhsfLTRb1tx