KMO & Max Osbon , The Padverb Podcast with KMO

005 Social (In)securities with Max Osbon

23 Jun 2022 • 66 min • EN
66 min
00:00
01:06:28
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Max Osbon is a mathematician, an athlete, and the founding partner at Osbon Capital Management. This conversation covers: 02:10 – State of the crypto market (and KMO's alt-coin portfolio) 05:00 – Tokenizing real assets and the significance of USTC 06:45 – Lack of safe havens and inflation hedges 10:50 – Linking stagflation and complex systems theory 12:45 – Impact of geopolitics on the global economy 16:30 – Need for leadership, libertarian ideals, Stanley McChrystal's "Team of teams," and George Friedman's “The Storm before the Calm” 22:30 – (De-)globalisation, COVID-19, ASML, TSMC and why it's not so easy to re-localize semiconductor manufacturing 24:15 – Risks of an off-shored high-tech industry 29:40 – Zeke Hausfather's view of climate science and the doomsayers' secret desire for collapse 33:55 – Putting worrisome things in perspective 35:25 – Whether we've already experienced the bulk of the tech revolution 38:10 – The promise of tokenization with NFTs 41:10 – Regulating crypto and why regulation is needed for wider adoption 43:25 – Securities vs commodities 45:10 – James's question re: fighting corruption with the blockchain 46:30 – Balaji Srinivasan's upcoming book and why the bitcoin and the dollar are opposites 49:15 – Swallowing the pill and sticking around cities 50:40 – What Web3 really means 58:00 – Permissionless Swift alternatives 60:10 – Decentralization vs fragmentation on the blockchain 63:10 – Some men just wanting to watch the world burn and the promise of globalization Links: Max: mobile.twitter.com/maxosbon Osbon Capital Management: osboncapital.com KMO: mobile.twitter.com/Kayemmo | en.padverb.com/kmo Comments? Join the Padverb Podcast Telegram channel: t.me/padverbpodcast

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