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Guests on the podcast discuss commercializing quantum technology, macro issues facing the crypto industry, China's economic woes, and the state of US equity markets. They also explore the potential of quantum computing, the importance of customer relationships in computing, and inflation expectations and cheap mortgages.
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Quick takeaways
- Commercializing quantum technology is a key focus for Rajeeb Hazra, President & CEO at Quantinuum.
- Amid inflationary pressures, the US consumer has shown resilience and real wages are expected to rise.
Deep dives
Opportunity in Risk-Free Yields
The recent surge in risk-free yields presents a historic opportunity in areas of fixed income, particularly in mortgage-backed securities where yields are high.
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