Alt Thinking August 22, 2024
DeFi Decoded Podcast

Top 5 Technology Mega-Trends, With Brett Winton of ARK

160 - Top 5 Technology Mega-Trends, With Brett Winton of ARK
Investment Team
  • Alex Tapscott, CFA
    Managing Director, Digital Asset Group, Portfolio Manager
    Alex Tapscott, CFA
    Managing Director, Digital Asset Group, Portfolio Manager
    Mr Tapscott is an entrepreneur, business author, and seasoned capital markets professional focused on the impact of emerging technologies, such as blockchain and cryptocurrencies, on business, government, and society. His latest book, Web3: Charting the Internet’s Next Economic and Cultural Frontier (Harper Collins), was published September 19th, 2023. Alex is also the Managing Director of the Digital Assets Group at Ninepoint Partners, one of Canada’s leading investment firms, with more than...
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Join Alex Tapscott as he dives deep with Brett Winton, ARK’s Chief Futurist, to explore the revolutionary impact of disruptive technologies, the future of Tesla, the automotive sector's impending transformation, and why Bitcoin might just hit $1 million by 2030.

Join Alex Tapscott as he decodes the world of Web3 and DeFi with special guest Brett Winton, Chief Futurist of ARK. Listen in as they discuss ARK’s evolution of thinking on disruptive technologies since their inception in 2014, their initial thesis on Tesla in the early days and how it’s coming to fruition, current issues with the automotive sector and its potential future transformation, how the convergence of these disruptive technologies will impact GDP and productivity growth, Cathie Wood’s prediction of Bitcoin surpassing over $1 million by 2030, the varying investment cases for Bitcoin and ARK’s primary belief, how Brett and ARK maintain expert thought leadership on so many emerging technologies, and more!

Tune in to the 160th DeFi Decoded episode to hear Alex and Brett discuss all things DeFi and Web3. How has ARK’s thinking evolved on disruptive technology platforms since their 2014 inception? What issues exist in today’s automotive sector, and how does Brett think this industry will transform? Why does Cathie Wood believe Bitcoin will be over $1 million by 2030, and how did ARK arrive at that?

TIMESTAMPS

[0:00] Introduction
[3:30] Ark’s Evolution of Thinking on Disruptive Technologies
[7:24] Initial Investment Thesis on Tesla
[10:41] Current Automotive Sector & Potential Transformation
[15:14] Impact on GDP & Productivity Growth
[26:34] Cathie’s $1M+ Bitcoin Price Prediction
[32:31] Investment Cases for Bitcoin
[36:14] How ARK Stays on Top of Technology Trends 
[43:55] Learn More
[44:43] Conclusion

 

 

Part of Ninepoint’s DeFi Decoded Podcast Series. Available at Google, Apple, and Spotify Podcasts.

The opinions, estimates and projections contained within this recording are solely those of Ninepoint Partners and are subject to change without notice. Ninepoint makes every effort to ensure that the information has been derived from sources believed to be reliable and accurate. However, Ninepoint assumes no responsibility for any losses or damages,  whether direct or indirect, which arise out of the use of this information. These views are not to be considered investment advice nor should they be considered a recommendation to buy or sell. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. Important information about the Ninepoint Partners Funds, including investment objectives and strategies, purchase options, and applicable management fees, and other charges and expenses, is contained in their respective prospectus, or offering memorandum. Please read these documents carefully before investing. We strongly recommend that you consult your investment advisor for a comprehensive review of your personal financial situation before undertaking any investment strategy. For more information visit ninepoint.com/legal. This report may not be reproduced, distributed, or published without the written consent of Ninepoint Partners LP.