Raoul Pal: The Journey Man
Trade Wars, AI, and Bonds: What Investors Need to Know ft. Alex Gurevich
Apr 24, 2025
In this episode, Alex Gurevich, Founder and CIO of HonTe Investments, shares his unique insights shaped by his background in mathematics and science fiction. He discusses navigating the evolving macroeconomic landscape, emphasizing the importance of understanding economic cycles and liquidity trends. The duo delves into the transformative role of AI, exploring its rapid acceleration toward singularity and the potential constraints posed by energy limitations. Gurevich also sheds light on investment strategies for bonds and the complexities of global currency dynamics.
01:27:17
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Quick takeaways
- The current economic landscape is shaped by intersecting trends in business cycles, fiscal policies, and demographic shifts that influence inflation and investment strategies.
- The rapid advancement of artificial intelligence presents both significant opportunities for economic transformation and challenges for labor markets and resource management.
Deep dives
Bitwise: Leading the Crypto Investment Space
Bitwise has established itself as a top-tier crypto asset manager, having been heavily invested in the crypto market since 2017. With over 30 diverse financial products designed to cater to investors' varying needs, they have amassed over $10 billion in client assets. Their strong reputation stems from managing the world's largest crypto index funds and a wide array of ETFs, complemented by offerings in private alpha strategies and institutional Ethereum staking. This extensive experience positions Bitwise as a trusted partner for investor access to a rapidly evolving crypto landscape.
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