
AI: Where Macro Meets the Exponential Age w/ Jordi Visser & Raoul Pal
Real Vision: Finance & Investing
The Importance of Assets in the Economy
The time in Brazil had a huge influence on me. I always believed assets were leading indicator for what was going to happen with the economy. So that's where my macro side came. But it's probably evolved a little bit to where I've focused a lot more on technology since 2013 and just the impact that it's having on, let's say, traditional economics.
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