AI ChangeWave Investing with Tobin Smith | The Great Reset Ep 1

The Sean Morgan Report

Sean Morgan

News, Politics, News Commentary

2.8 • 689 Ratings

🗓️ 24 August 2023

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

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Summary

TobinSmith.io AI Investing Primer https://truemarketinsiders.io/learning/articles/an-artificial-intelligence-primer-Join Badlands Media for The Great Rest with host Sean Morgan. Each week Sean will discuss all the important financial news you need to know._What happens when the AI mania meets the transformative force of change wave investing? Prepare for an enlightening journey with Tobin Smith, the renowned author of Change Wave Investing and Change Wave Investing 2.0, and former Fox News commentator. We traverse the landscape of the tech stack, spotting winners and losers in every 15-year transformative cycle, and delve into the heart of the current AI explosion. Hear Tobin's take on Mera's Law, the NVIDIA GPU revolution, and the dramatic impact of the Fed's trillion-dollar injection on the digital image market.Every revolution promises casualties and opportunities. We probe into the world of Artificial General Intelligence (AGI), its potential to overturn businesses, and its power to unlock a staggering global opportunity worth trillions. Discussions meander through the treacherous terrain of the EU's upcoming Artificial Intelligence Act, its implications on companies, and the potential tremors it could cause in the world of work through job automation. The future of labor and productivity is poised on the edge of a radical shift. We explore how machine learning, GPUs, and AGI are transforming the workplace and making real-time answers a reality. We also examine the rise of revolutionary software like Wayfinder, altering the very fabric of logistics and reducing the need for manual labor. To wrap up our journey, Tobin offers an insightful look into the mechanics of the stock market and shares pearls of wisdom from his investment newsletter. Strap in for a deep dive into the tumultuous, thrilling wave of AI with Tobin Smith.-• Secure your financial future! GOLD AND SILVERhttps://BadlandsGold.com• MyPillowhttps://www.mypillow.com/Promo Code: BADLANDSOr call 800-795-5154• Benson Honey Farmshttps://bensonhoneyfarms.comUse REP Code: BADLANDS• Bootleg Productshttps://BootlegProducts.comCoupon Code: BADLANDS for any order over $40• No Bugs Beefhttps://NoBugsBeef.comPromo Code: BADLANDS for an additional 10% off• Flying Gang Rum Companyhttps://flyinggang.com/shoprumPromo Code: BADLANDS - For FREE SHIPPING OVER $100• The Wellness Companyhttps://spikedefend.com10% off with Promo Code BADLANDS_https://BadlandsMedia.TV_Check out our Badlands Marketplace made up of America-First businesses: https://marketplace.badlandsmedia.tv/home_Interested in promoting your business? Email Matt Byram atads.badlandsmedia@proton.me_Breaking History isSean Morgan:Website:https://SeanMorganReport.comTwitter:https://twitter.com/seanmreportTruthSocial:https://truthsocial.com/@seanmorganreport_Follow Badlands Media at:Substack: https://badlands.substack.com/Twitter: https://twitter.com/BadlandsMedia_Facebook: https://www.facebook.com/badlandsmedia22Rumble: https://rumble.com/c/BadlandsMediaTruth social:#SeanMorgan Support the show Get full access to The Sean Morgan Report at seanmorganreport.substack.com/subscribe Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to The Great Reset. I'm your host, Sean Morgan. I'm also the host of the Sean Morgan Report on AMP News. I'm here with Tobin Smith, formerly of Fox News, and the author of ChangeWave Investing and ChangeWave Investing 2.0.
0:14.1	And Tobin, I wanted to ask you about AI and AI mania. Is this not just a mania? Is it really part of what you would consider a change wave?
0:23.9	And before you answer that, can you tell us what is change wave investing?
0:28.2	Well, thank you, Sean.
0:30.6	Years ago, I have a twin brother, by the way, and he's always surprised that as poor a student I was in college, there was a couple
0:39.4	of things I really enjoyed, and one was calculus, and the other one was statistics, and that
0:44.6	really blew him away. So what I discovered was that I was not the only person in a world that
0:50.8	put the dots together, if you will, that says that when you have truly
0:55.0	transformative change and artificial intelligence at this point is not truly transformative
1:02.0	change yet, it's getting there. But when you get these type of transformations, and they could be
1:07.2	technological, they also could be political, They could be at the corporate level.
1:12.2	I mean, I'll use an example of GE stock.
1:14.5	We stock didn't do anything for 15 years.
1:16.7	They finally decided to transform the business and sell off at pieces.
1:20.2	Stocks up 150% in the last four months.
1:23.3	So it's not just technological change, but when you get an S curve of demand like this,
1:30.6	then it's it's a secular shift. It's not a cycle. It's not a, it's a very long cycle, if you
1:36.6	will. And there will be massive winners and massive losers. In Silicon Valley,
1:43.0	about every 15 years, there are these transformations. In the tech
1:48.1	business, we call it the changing of the tech stack. What is the enabling technology to make
1:55.3	the new stuff happen? And I just happen to be old enough that I cut my teeth, I cut my teeth basically on the dot-com mania,
2:04.3	which was a mania.
	...

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