Will AI Raise Market Multiples Broadly?

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Are we sliding from a post-war era into a pre-war world, and what does that mean for your money and investments? In this timely and thought provoking conversation, Peter Tchir, Head of Macro Strategy at Academy Securities, joins CoinFund’s President Christopher Perkins to explain why U.S. policy is shifting to a pre-war state of “peace through strength” and “production for security”, and how that could fuel the next investing cycle across AI infrastructure, energy, and select digital assets.

Key Topics

• Why “production for security” is replacing ESG as the decade’s big investing theme
• How rare earths, chips, nuclear, solar, and big-cap energy fit the new playbook
• Why AI adoption can lift market-wide multiples, not just the LLM hyperscalers like Google and Amazon
• How stablecoins extend U.S. monetary power and why Peter leans ETH within crypto
• The key geopolitical risks (China, Taiwan, Africa) and why deterrence matters
• Why he’s not worried about runaway deficits/inflation, and where bonds fit

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