NCI: How the top 1% invests in AI, Digital Assets and Real Estate

Nov 24, 2023

53:06

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Episode notes

This episode covers a wide range of investing topics from AI and digital assets to commercial real estate and longevity.

Ram talks about frameworks for understanding AI, risks and opportunities, and non-consensus ways to invest in the theme. He talks about the recent performance of digital assets as well as opportunities at the intersection of crypto and traditional finance. Ram dives deep into the Commercial real estate dislocations as an area of opportunity.

The episode finishes with a focus on healthspan, diet & lifestyle recommendations and a summary of Lumida's modern approach to wealth management.

Time stamps:

0:00 - Introduction

3:00 - Discussion on AI as a new "form factor" and transformation of industries

7:00 - AI's impact on decision making and privacy

11:00 - Investing in AI through cybersecurity, data providers, specialty models

15:00 - Crypto as best performing asset class recently

19:00 - Opportunities in buying a bank to bridge crypto and traditional finance

23:00 - Focus on healthspan over lifespan

27:00 - Supplementing NAD for longevity

31:00 - Commercial real estate dislocation opportunity

35:00 - Strategies for investing in commercial real estate