#452 – Siam Kidd – DSV Fund

DSV FundSiam is the Chief Investment Officer for the DSV Fund.  He is an ex-RAF Pilot who also started Trading at the age of 18. Over the last 20 years on the markets he’s publicly called many major economic events and profited from them such as the 2015 Black Monday crash where he made £422k in 30 minutes and the 2020 Oil crash which he shorted from $80 down to $10. He’s also made multiple thousand % ROI gains in the last 2 Crypto cycles since 2017.In 2015, Siam was the best-performing Fund Manager in the UK, attaining 60% ROI in the 11 months that his AR PAMM fund was running.In 2016 he set up a Private Equity firm and promptly bought over 12 businesses. Unfortunately, this venture was peppered in misfortunes. Which is one of the risks when acquiring distressed businesses! But this firm is now on the up thankfully. He also recently sold his Crypto PE firm for £10.75m and is currently in the earn-out phase.Summary of the PodcastIntroductions and small talkThe meeting begins with casual conversation between the participants, Kevin Appleby, Siam Kidd, and Graham Arrowsmith.They discuss the weather, politics, and some personal anecdotes.Siam Kidd’s background and investment philosophySiam Kidd explains his journey into investing, starting with a gold and silver bullion business.He discusses the importance of beating inflation, which he estimates at 15% annually, and how traditional assets like stocks and real estate have struggled to keep up.his led him to discover Bitcoin and cryptocurrencies as a way to outpace inflation.The DSV Fund and investing in crypto and AISiam describes the DSV Fund, which focuses on investing in open-source AI and the intersection of AI and crypto.He emphasises that the fund is targeted at high-net-worth individuals, family offices, and fund managers, not retail investors.He explains the rationale for investing in these emerging technologies, noting their potential to be the fastest growing sectors.Tokenisation of real-world assetsThe discussion turns to the potential for tokenising real-world assets like real estate on the blockchain.Siam and the others explore the benefits and challenges of this concept, such as ensuring homeowner rights and preventing large investors from dominating local markets.Siam’s investing approach and market cyclesSiam shares his approach to investing, emphasising the importance of having a predictive mental model and closely following market cycles.He explains his belief that the crypto market follows a 4-year cycle that is aligned with a 5.5-year global liquidity cycle, and predicts a potential “blow-off top” in the crypto market in Q4 2025.Advice for individual investorsWhen asked about options for investors with smaller amounts to invest, Siam emphasises the importance of self-education, particularly in areas like crypto and AI.He discusses plans to publish a book to help guide individual investors, and suggests ways they can leverage AI and digital tools to enhance their investing knowledge and capabilities.Wrap-up and next stepsThe meeting concludes with a discussion of potential collaborations and next steps, including the possibility of integrating Siam’s book with AI-powered tools to enhance the learning experience for readers.Clips from the PodcastGlobal Expansion of Fiat Currencieshttps://thenext100days.org/wp-content/uploads/2024/11/Siam-Kidd-M2.mp4 Follow Narrativeshttps://thenext100days.org/wp-content/uploads/2024/11/Siam-Kidd-Crypto-Ai.mp4 Financial Education for Wealth Generationhttps://thenext100days.org/wp-content/uploads/2024/11/Siam-Kidd-Financial-Education.mp4Testimonialhttps://thenext100days.org/wp-content/uploads/2024/11/Siam-Kidd-Testimonial.mp4The Next 100 Days Podcast Co-HostsGraham ArrowsmithGraham founded Finely Fettled ten years ago to help business owners and marketers market to affluent and high-net-worth customers.  MicroMailings is his new low risk, done for you marketing solution for companies seeking high net worth leads. He is also founder of MicroYES, a Partner for MeclabsAI, which combines the world’s biggest source of 10,000 marketing experiments with AI. Find Graham on LinkedIn.Kevin ApplebyKevin specialises in finance transformation and implementing business change. He’s the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com