The Six Year Window: Making Money in the Exponential Age - A wide-ranging conversation between Kevin Kelly (Delphi Digital) and Raoul Pal exploring investment frameworks for an AI-driven future.
In this thought-provoking discussion, macro investor Raoul Pal shares his thesis on why we have roughly six years until AI and other exponential technologies fundamentally reshape the economy and society.
Key insights:
- Traditional macro investing frameworks may become obsolete as AI reshapes economic fundamentals
- The next 6 years represent a critical window to position for the new economic paradigm
- Technology and crypto represent the primary vectors for capturing value in the exponential age
- The intersection of AI and blockchain could enable new forms of economic activity and value creation
"We've got about six years, I put 2030 as a rough date when we don't begin to understand how anything works. And so therefore I would like to be on the other side of that protected." — Raoul Pal
Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai
---
Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital.
Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:
https://olas.network/
https://venice.ai/
https://near.org/
https://mira.foundation/
https://www.theoriq.ai/
---
Follow the Speakers:
- Kevin Kelly on Twitter/X ► https://x.com/
Kevin_Kelly_II
- Raoul Pal on Twitter/X ► https://x.com/Raoulgmi
---
Chapters
00:00 Introduction and Sponsor Acknowledgments
00:49 Introduction with Raoul Pal
01:53 The Exponential Age Thesis
04:28 Impact of AI on Economic Growth
08:05 Future of Markets and Investment Returns
11:47 AI, UBI, and Economic Transformation
14:10 The Future of Money in an AI World
17:41 Blockchain and AI Integration
21:43 Traditional Investors' Understanding of AI
24:43 Government and Regulatory Response
30:02 Investment Framework Evolution
34:12 High Conviction Investment Bets
39:43 Personal Portfolio Strategy
41:15 Tesla and Tech Stock Analysis
44:49 Elon Musk's Master Plan
49:06 Rapid Fire: Underrated vs Overrated
54:26 Future of Media and Personal AI
59:45 Closing Thoughts and Contact Information
Disclaimer
All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Research, which makes no representations or warranties of any kind in connection with the contained subject matter. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.
The Delphi Podcast 