Expanding Frontiers: An Alternative Investments & Machine Learning Podcast
kathrynj2
27 episodes
5 days ago
Discover the world of alternative investments and how they can potentially boost your portfolio’s performance. Historically, these investments were the domain of institutional investors, who for years have used them to lower risk without sacrificing returns, thanks to low return correlations with traditional assets. Now, explore the growing accessibility of alternative investment return exposures available to everyone. From hedge funds and real assets to private equity and beyond, learn how these previously exclusive strategies are becoming increasingly available.
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Discover the world of alternative investments and how they can potentially boost your portfolio’s performance. Historically, these investments were the domain of institutional investors, who for years have used them to lower risk without sacrificing returns, thanks to low return correlations with traditional assets. Now, explore the growing accessibility of alternative investment return exposures available to everyone. From hedge funds and real assets to private equity and beyond, learn how these previously exclusive strategies are becoming increasingly available.
Expanding Frontiers: An Alternative Investments & Machine Learning Podcast
21 minutes
5 days ago
The Symbiotic Blueprint: Economics of Three Flows
This episode, the second of a four-part series, discusses an extended excerpt (Chapters 9 through 15) from a book titled "THE LAST ECONOMY: A Guide to the Age of Intelligent Economics" by Emad Mostaque, released on August 22, 2025. The author, who is the founder of Stability AI, presents a unified theory of economics that reframes the field not as a clash of ideologies but as a study of three fundamental, mathematically necessary flows of value: Gradient Flow (driven by scarcity and leading to Adam Smith’s market equilibrium), Circular Flow (driven by abundance and leading to Karl Marx’s accumulation loops), and Harmonic Flow (driven by structure and reflected in Friedrich Hayek’s spontaneous order). The text argues that historical economic thought was incomplete because it focused on only one of these flows, likening the situation to blind scholars describing an elephant by touching only one part. Furthermore, the material explores the implications of this model for the modern era, asserting that Artificial Intelligence (AI) exponentially amplifies all three flows and creates a "Second Economy" defined by network topology and the central challenge of Alignment, which demands a New Social Contract to ensure human values guide autonomous AI systems. Finally, the text introduces the Dual Engine model to explain change, noting that the fast-moving Market and the slow-evolving Institutions are in a constant co-evolutionary dance, which AI is set to disrupt permanently.
References
The Last Economy: A Guide to the Age of Intelligent Economics by Emad Mostaque, pp. 62-108, available at: https://ii.inc/web/blog/post/tle
Podcast Disclaimer
This podcast is an independent production and is not affiliated with or endorsed by any third-party entities unless explicitly stated. The content is for educational and informational purposes only and does not constitute financial, investment, legal, or professional advice. Listeners should consult qualified professionals before making any decisions based on this content.
This episode is based on the reference listed above and was generated using Notebook LM and potentially other AI tools. While I have reviewed the content for accuracy, it may still contain errors, inaccuracies, or omissions. Neither the producers nor any affiliates accept liability for any damages or losses arising from the use or interpretation of this content.
Expanding Frontiers: An Alternative Investments & Machine Learning Podcast
Discover the world of alternative investments and how they can potentially boost your portfolio’s performance. Historically, these investments were the domain of institutional investors, who for years have used them to lower risk without sacrificing returns, thanks to low return correlations with traditional assets. Now, explore the growing accessibility of alternative investment return exposures available to everyone. From hedge funds and real assets to private equity and beyond, learn how these previously exclusive strategies are becoming increasingly available.
