Hi Matt, I am a long time reader, and on many days your newsletter is one of the highlights behind the desk. I have two questions:
1) Microsoft and Blackrock have announced a cooperation on revolutionizing the US retirement industry using AI. Given the cooperation between Berkshire and Amazon announced earlier, is this the final proof that BigTechnobanks will be the monopoly of the future?
2) Do you think hedge funds will manage to pull of the same trick with Venezuelan, as they did with Argentinian? If so, do you see it going along the same lines as Jay Newman does?
DeadlyKitten7420 karma
Hi Matt, I am a long time reader, and on many days your newsletter is one of the highlights behind the desk. I have two questions:
1) Microsoft and Blackrock have announced a cooperation on revolutionizing the US retirement industry using AI. Given the cooperation between Berkshire and Amazon announced earlier, is this the final proof that BigTechnobanks will be the monopoly of the future?
2) Do you think hedge funds will manage to pull of the same trick with Venezuelan, as they did with Argentinian? If so, do you see it going along the same lines as Jay Newman does?
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