Tad Smith
Former public-company CEO and NYU Stern professor focused on business strategy and markets, offering macro views on Bitcoin, monetary policy, and AI.
Best podcasts with Tad Smith
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25 snips
Dec 12, 2025 • 1h 14min
Tad Smith: The Fed Pivot & AI Forces Driving Bitcoin’s New Regime
In this engaging discussion, Tad Smith, a former public-company CEO and NYU Stern professor, shares insights on Bitcoin’s disappointing performance in 2025 and how it contrasts with gold's strong institutional support. He highlights the Fed's policy shifts and the impact of AI on labor markets, particularly for younger generations. Tad also explores the differing motivations for Bitcoin investments in academia versus sovereign wealth funds, and how AI could reshape corporate strategies and education, urging students to embrace these technological advances.
Oct 23, 2025 • 37min
Tad Smith One Year Later: Does He Still Like the Stock (MSTR)?
Tad Smith, a partner at 50T Funds and an NYU Stern lecturer, returns to share his insights on Bitcoin and the stock MicroStrategy (MSTR). He discusses the impact of AI on Bitcoin's scarcity and its market dynamics. Tad reflects on the current liquidity cycle and sentiment from the Bitcoin Alpha Conference, expressing cautious optimism. He also shares thoughts on OGs selling Bitcoin, the challenges in Bitcoin treasury management, and future tech threats posed by quantum computing. It's a deep dive into a rapidly evolving financial landscape!
