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2: Michael Dempsey - The Craft of Investing in the Future

Dialectic

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Navigating Tech and Culture in Investment

This chapter explores the complex relationship between technology and societal change, emphasizing how cultural shifts impact technological adoption, particularly in emerging fields like cryptocurrency and AI. It delves into the evolving landscape of venture capital, the necessity for a high-conviction approach, and the importance of originality in investment strategies. Through discussions on assessing technologies case-by-case and understanding market cycles, the speakers highlight the challenges and opportunities for investors in a rapidly changing environment.

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