What's Next in the Next 12 Months?

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

24:44 Ardalan's Outlook on the Market for the Next 12 Months

25:36 Pitchbook Report on the Performance of Various Funds in the Private Market

26:10 LBO

30:31 Hilton Hotels LBO

32:40 Elon Musk's Position in the AI Market

39:31 Strawberries

44:19 reasoning model

References : 

https://www.wsj.com/economy/central-banking/sorry-the-fed-cant-save-us-from-a-bear-market-fad99617?mod=economy_lead_story

https://files.pitchbook.com/website/files/pdf/Q2_2024_Global_Private_Market_Fundraising_Report.pdf

https://files.pitchbook.com/website/files/pdf/Q4_2023_Global_Fund_Performance_Report_with_preliminary_Q1_2024_data.pdf

https://pitchbook.com/news/articles/openais-strawberry-opens-new-ai-battlefield

https://www.youtube.com/watch?v=vIXfYFB7aBI

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