What’s Next in the Next 12 Months?

2024-10-31

SecondGroup podcast is for informational purposes only and does not provide stock or securities recommendations. The co-hosts may own stocks or assets discussed on the show In this episode, we explore various scenario analyses for the next 12 months of AI reasoning models and examine different asset classes, with a specific focus on the private market. This episode was recorded in the Bay Area. We missed having Shirin with us, as she was traveling Ardalan Javadi Linkedin : ht...

SecondGroup podcast is for informational purposes only and does not provide stock or securities recommendations. The co-hosts may own stocks or assets discussed on the show

In this episode, we explore various scenario analyses for the next 12 months of AI reasoning models and examine different asset classes, with a specific focus on the private market.

This episode was recorded in the Bay Area. We missed having Shirin with us, as she was traveling

Ardalan Javadi Linkedin : https://www.linkedin.com/in/ardalanjam1369/

Farzam Hejazi Linkedin : https://www.linkedin.com/in/farzam-hejazi-5b608081/

Shirin Mojarad Linkedin : https://www.linkedin.com/in/shirinmojarad/

0:00 Summary

1:44 Subjects

2:18 Ardalan’s experience at the Acquire Live event in San Francisco

3:35 Zuck's Personal Rebranding

5:44 Fed Policy

7:52 What's Ahead in the Market Over the Next 12 Months

10:11 What Can We Learn from Japan?

13:48 Potential Black Swan Events in the Next 12 Months