Innovative Profits

Matt and Phil discuss the future of money including their analysis of traditional fiat, precious metals, and cryptocurrencies such as Bitcoin.  For the “trade of the week”, Matt returns to oil and identifies specific levels to cover and short.

Matt and Phil discuss AI and how it will affect employment. For the “trade of the week”, Matt identifies a specific level to short the Dow.

Matt and Phil continue their discussion of Tony Seba’s “Clean Disruption” presentation (ref: https://dnainvestor.com/video2/), focusing their attention on electric self-driving vehicles and what the death of the combustion engine will do to the automotive industry, and life in general.  They name specific companies they believe are good shorts including various auto parts suppliers.  For the “trade of the week”, Matt identifies a specific level to short crude oil.

Matt and Phil discuss the “Clean Disruption” presentation made by Tony Seba (ref: https://dnainvestor.com/video2/) and focus on the investment implications of the exponential progress being made in solar power.  On a macro-level, Matt and Phil discuss the disruptive effects solar will have on the energy exporting nations of Russia and Saudi Arabia.  They then turn their focus toward electric utilities.  For the “trade of the week”, Matt identifies a specific buy the level for Ether / Ethereum.

Matt and Phil discuss the premise of exponential technological progress which is leading to a technological “Singularity” as described by Ray Kurzweil, Peter Diamondis, and others.  Once the premise is defined, they discuss accompanying investment themes.  On a macro-level, Matt anticipates that the forces of technological unemployment, bloated sovereign debt, and aging demographics will cause a “perfect storm” of deflation.  On a micro-level, they discuss individual companies/stocks that are likely to fall in value.  For the “trade of the week”, Matt identifies two specific buy levels for Bitcoin.