Doomberg - Chips, China & Power Plays: The Big Bets on a Multipolar World

Resolve Riffs Investment Podcast

In this episode, the ReSolve team is joined by Doomberg, a popular regular on the show, to discuss a wide range of topics including AI, geopolitics, energy, and the financial markets. They delve into the complexities of the emerging multipolar world, the rise of China in the technology sector, the implications of AI, and the potential risks and nuances within different levels of the capital structure.

Topics Discussed

• The rise of China and its implications for the Western world in terms of semiconductors, high computing, and Quantum computing

• The potential of AI and its transformative impact on professional lives and the world at large

• The geopolitical risks, specifically the Chinese intent on dominating the business landscape

• The unique situation of Taiwan as a major producer of semiconductors and its implications for global supply chains

• The challenges of predicting the decisions of nonlinear systems and the impact of major perturbations on politics, energy, society, and culture

• The role of social media in amplifying voices from the edge of the network and the challenges this presents for lay people and experts alike

• The potential for a breakdown in trust between the population and the government-media-medical nexus

• The impact of the changing energy landscape on the U.S.'s geopolitical world view

This episode is a must-listen for anyone interested in understanding the complexities of the emerging multipolar world, the role of AI, and the geopolitical shifts in the global landscape. It provides valuable insights into the intricacies of these topics and strategies to navigate the uncertain future.

*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.