Podcast Episodes
Back to SearchNCI: Awakening the Dragon: China Consumer trends & the next big bets with Timothy Chen, MSA Novo
Episode 12
00:00 Introduction and Welcome
00:35 Guest Introduction: Tim from CVA Funds
01:06 Discussion on Investment Opportunities in China
01:55 Introduction to …
2 years, 7 months ago
NCI: AI Chip Wars: LPUs, TPUs & GPUs w/ Jonathan Ross, Founder Groq
Episode 11
00:28 Introduction and Guest Background
00:35 The Genesis of Grok and AI Development
01:36 Live Demonstration of Grok's AI
02:53 Discussion on AI Perfor…
2 years, 7 months ago
NCI: Beyond 2023: Bonds, rates and real estate w/ Skyler Weinand, Founder Regan Capital
Episode 10
00:01 Introduction and Background
00:59 Skylar's Journey in the Bond Market
02:18 Post 2008 Crisis and the Rise of Cryptocurrency
03:10 The Impact of Ba…
2 years, 8 months ago
NCI: Crypto meets Macro: BTC, ETH, ETF, Decentralization w/ Jim Bianco and Ash Bennington
00:31 Current Market Overview
00:38 Discussion on Interest Rates and Market Impact
02:22 Insights on the Economy and Market Trends
04:11 Impact of Inter…
2 years, 8 months ago
WOYM: SBF and FTX Trial: Insights and Analysis
Episode 9
00:27 Meet the Hosts and Guests
01:03 Inside the Courtroom: The SBF Trial
01:46 The Press Perspective: Covering the Trial
02:40 The Public's View: Overf…
2 years, 8 months ago
NCI: Kyle's Journey & the Solana story w/ Kyle Samani, Founder Multicoin Capital
Episode 8
0:00 - Introduction
1:00 – Kyle’s background & Studying finance at NYU
4:20 - Starting MultiCoin fund in 2017
6:01 - Kyle's journey to discovering Ether…
2 years, 8 months ago
NCI: US vs China: AI, Biotech, Nuclear, Tokenization & CRE w/ Angelo Robles, Founder @familyoffice
0:00 - Introduction
1:20 - Is the U.S. in decline? Factors that contribute to national strength.
5:00 - Challenges with political cohesion and debt lev…
2 years, 8 months ago
NCI: AI & Silicon Wars, CHIPS & Crypto w/ Dylan Patel, Founder Semianalysis & Meltem Demirors
Episode 6
0:00 - Introduction
1:02 - Crypto's impact on hardware pricing
2:38 - Cloud vertical integration and power dynamics
5:09 - Nvidia's competitive advantag…
2 years, 8 months ago
NCI: Bitcoin ETF: Sell The News, Buy The Dip, Or On To New Highs?
Episode 7
Timestamps:
00:00 Introduction and Welcome
01:22 Bitcoin ETF Debate
01:45 Guest Insights on Bitcoin Metrics
03:31 Discussion on Bitcoin ETF Rejection Rep…
2 years, 8 months ago
NCI: Inside High-Frequency Trading: Myths, Market Making, Digital Assets & leadership w/ Doug Cifu, CEO Virtu Financial
Episode 5
0:00 - Introduction
2:54 - Discussion of SEC legal matter
6:54 - Regulation by enforcement in digital assets
12:54 - Did Gensler make a "left turn"? Spe…
2 years, 9 months ago