MacroVoices #473 Matt Barrie: AI of The Storm

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 27 March 2025

⏱️ 84 minutes

🔗️ Recording | iTunes | RSS

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Summary

MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. We’ll discuss the shifting business models in both hardware and software, the emergence of AI agents, the puzzling lack of profitability among AI companies, even at the $200/month Pro tier for tools like ChatGPT, and what the future of AI looks like, particularly when it comes to personal data privacy. https://bit.ly/42ioKtA Worried About A Market Crash? Learn smart hedging to protect your losses while keeping your gains. Join Patrick for a FREE LIVE Webinar on Tuesday, April 1st 2025 at 4:00pm ET. Register here: https://bit.ly/4hSyU8N 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3DWgIxq ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ 🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Transcript

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0:00.0	This is Macro Voices, the free weekly financial podcast targeting professional finance, high net worth individuals, family offices, and other sophisticated investors.
0:18.9	Macrovoices is all about the brightest minds in the world of finance
0:22.6	and macroeconomics telling it like it is, bullish or bearish, no holds barred. Now, here are your
0:29.2	hosts, Eric Townsend and Patrick Suresna. Macrovoices episode 473 was produced on March 27, 2025.
0:39.9	I'm Eric Townsend.
0:41.6	Freelancer.com founder and CEO Matt Berry returns is this week's feature interview guest
0:46.4	for an update on the ever-changing world of artificial intelligence.
0:51.0	We'll discuss disruptions in the business models for both hardware and software,
0:56.2	the advent of AI agents, why the AI companies can't seem to make a profit even at the $200
1:03.5	a month subscription level for pro-tier users of chat GPT and what the future holds for AI,
1:09.8	particularly with regard to privacy of personal data.
1:13.1	I'll also be moderating a debate on capitalism versus socialism for Zero Hedge on Thursday
1:19.6	evening, March 27th at 7 p.m. Eastern Time, with Rutgers University professor Ben Burgess
1:26.1	arguing in favor of socialism and Libertarian
1:28.9	Institute managing editor Keith Knight arguing in favor of capitalism. And yes, there will be a replay
1:35.9	video made available for those of you who don't hear this announcement in time to watch the
1:40.8	live stream on Thursday evening. Be sure to stay tuned for our postgame segment
1:45.7	after the feature interview when Patrick and I will continue our discussion about portfolio
1:50.9	hedging strategies. And I'm Patrick Suresna with the macro scoreboard week over week as of the close of
1:57.4	Wednesday, March 26, 2025. The S&P 500 index up 65 basis points to 5712.
2:05.9	Over the last week, the market short, squeezed higher, back to its 50-day moving average.
2:11.5	We'll take a closer look at that chart and the key technical levels to watch in the postgame segment.
	...

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