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Podcast: Resolve Riffs Investment Podcast
Episode: Doomberg - Chips, China & Power Plays: The Big Bets on a Multipolar World
Description: 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...