251: The Infrastructure Buildout and the Skil...

The K-shaped consumer is redefining the outlook for the U.S. economy. While overall spending remains resilient, growth is increasingly concentrated among higher-income households, creating widening gaps across income levels. As policy shifts, AI adoption, and healthcare innovatio ...  Show more

Powering AI is no longer just a technology story — it’s an energy and infrastructure story reshaping capital markets and the global economy. As artificial intelligence scales from training to real-world inference, electricity demand is accelerating at a pace few anticipated.In th ...  Show more

While Silicon Valley chases unicorns, Josh Wolfe hunts for something far more elusive: scientific breakthroughs that could change civilization. As co-founder and managing partner of Lux Capital, he's looking for the kind of science that turns impossible into inevitable. Josh does ...  Show more

In this episode, Alex Campbell joins the show to discuss the market implications of the latest DeepSeek innovation, the evolving AI geopolitical game theory, and the winners and losers of the AI race. We also delve into the tension between AI productivity and employment, a framew ...  Show more

How is Google shaping our technological future? Join Nicolai Tangen in conversation with Ruth Porat, President and CIO of Alphabet and Google, as they explore AI, innovation, and the future of technology. They discuss Google's position in the AI race, breakthroughs in quantum ...

In this episode, Ray and Peter discuss the changing world order, China vs. the USA, and Ray’s thoughts on the future of the US. Recorded on Feb 3rd, 2025 Views are my own thoughts; not Financial, Medical, or Legal Advice. Ray Dalio is a renowned investor, hedge fund manager, an ...  Show more