Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
NCI: US vs China: AI, Biotech, Nuclear, Tokenization & CRE w/ Angelo Robles, Founder @familyoffice
0:00 - Introduction
1:20 - Is the U.S. in decline? Factors that contribute to national strength.
5:00 - Challenges with political cohesion and debt levels in the U.S.
8:00 - The importance of the rule of law and military strength.
12:00 - Assimilating immigrants into American culture.
15:00 - The value of tolerance and free speech on college campuses.
20:00 - Entrepreneurial culture in the U.S. versus other countries.
25:00 - Banking as an attractive investment sector. Opportunities in Puerto Rico.
32:00 - Distressed commercial real estate opportunities.
38:00 - Investment themes - nuclear renaissance, biotech, semiconductors/AI.
46:00 - Bitcoin and digital asset outlook.
55:00 - Importance of risk-adjusted returns in investing.
1:05:00 - Slowing down AI development is seen as unethical by some.
1:10:00 - Public market opportunities related to AI advancement.
1:20:00 - Predicting the top 10 global companies in 5-10 years.
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