NCI: US vs China: AI, Biotech, Nuclear, Tokenization & CRE w/ Angelo Robles, Founder @familyoffice

Jan 10, 2024

01:31:11

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Episode notes

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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