

The Last Trade E032: New Year Narratives: AI & ETFs with Matt Dines
Jan 5, 2024
Matt Dines (Expert in AI and ETFs) joins the hosts to discuss the impact of AI on the economy and job market, challenges and understanding of building large language models, the shift in allocations and the need for training, the disconnect between the stock market and the economy, the introduction of Bitcoin Depository Receipts, the involvement of global institutions in the Bitcoin market, the importance of Bitcoin UTXOs and the geopolitical advantage, the increasing interest in Bitcoin among Wall Street investors, the anticipation for the future of Bitcoin and the structure and liquidity of ETFs.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
AI's Impact on Productivity and the Stock Market Rally
01:53 • 14min
Building Large Language Models: Challenges and Understanding
16:09 • 24min
The Shift in Allocations and the Need for Training
40:28 • 4min
Building Beautiful Things and the Impact of AI on Society
44:24 • 16min
The Disconnect between the Stock Market and the Economy
01:00:08 • 13min
BTFP Impact and Bitcoin Depository Receipts
01:12:42 • 3min
Global Institutions, Offshore Entities, and the Bitcoin Market
01:16:01 • 3min
The Importance of Bitcoin UTXOs and the Geopolitical Advantage
01:18:40 • 2min
Institutional Investors and ETFs
01:20:34 • 8min
The Increasing Interest in Bitcoin among Wall Street Investors
01:28:43 • 20min
Bitcoin, ETF Approval, and Anticipation for the Future
01:48:52 • 9min
ETFs and Authorized Participants: Liquidity, Bid Spreads, and Arbitrage Opportunities
01:57:48 • 18min
Cryptocurrency Numbers and Limited Supply
02:16:01 • 12min