Our future will be shaped by two dominant forces: new technology and global debt expansion and monetization. Each force will cause massive dislocations as well as incredible opportunities. We pay attention to both.
• Genomics, Synthetic Biology, and Regenerative Medicine
• Cancer Therapeutics and Diagnostics
• AI, Supercomputing, Robotics, and Autonomous Vehicles
• Nanotech, 3D Printing, and Solar Energy
• Ubiquitous Internet and Virtual Reality
• Currencies, Cryptocurrencies, and Precious Metals
• Sovereign Debt and Interest Rates