EPISODE · Jan 10, 2024 · 1H 31M
NCI: US vs China: AI, Biotech, Nuclear, Tokenization & CRE w/ Angelo Robles, Founder @familyoffice
from Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · host Justin Guilder
0:00 - Introduction1:20 - Is the U.S. in decline? Factors that contribute to national strength.5:00 - Challenges with political cohesion and debt levels in the U.S.8:00 - The importance of the rule of law and military strength.12:00 - Assimilating immigrants into American culture.15:00 - The value of tolerance and free speech on college campuses.20:00 - Entrepreneurial culture in the U.S. versus other countries.25:00 - Banking as an attractive investment sector. Opportunities in Puerto Rico.32:00 - Distressed commercial real estate opportunities.38:00 - Investment themes - nuclear renaissance, biotech, semiconductors/AI.46:00 - Bitcoin and digital asset outlook.55:00 - Importance of risk-adjusted returns in investing.1:05:00 - Slowing down AI development is seen as unethical by some.1:10:00 - Public market opportunities related to AI advancement.1:20:00 - Predicting the top 10 global companies in 5-10 years. Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth
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NCI: US vs China: AI, Biotech, Nuclear, Tokenization & CRE w/ Angelo Robles, Founder @familyoffice
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