Disruptive technologies produce winners and losers. Netflix killed Blockbuster, Amazon is killing Macy’s (and every other traditional retailer), and cryptocurrencies are killing Western Union (for starters). Solar power will displace fossil fuels, self-driving cars will radically shrink the auto industry, and AI is coming for our jobs. How can we profit in a world of exponential change and disruption?
Each episode we game out scenarios, identify the direct winners and losers as well as the not-so-obvious downstream players, and discuss their likely fate. Then we ask “how can we make money” from our observations, add some technical analysis, and pick our best actionable investment for the week.
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