SecondGroup podcast is  for informational purposes only and does not provide stock or securities recommendations. The co-hosts may own stocks or assets discussed on the show   In this episode, we explore various scenario analyses for the next 12 months of AI reasoning models and examine different asset classes, with a specific focus on the private market.   This episode was recorded in the Bay Area. We missed having Shirin with us, as she was traveling Ardalan Javadi Linkedin : https://www.linkedin.com/in/ardalanjam1369/ Farzam Hejazi Linkedin : https://www.linkedin.com/in/farzam-hejazi-5b608081/ Shirin Mojarad Linkedin : https://www.linkedin.com/in/shirinmojarad/ 0:00 Summary 1:44 Subjects   2:18 Ardalan’s experience at the Acquire Live event in San Francisco 3:35 Zuck's Personal Rebranding 5:44 Fed Policy  7:52 What's Ahead in the Market Over the Next 12 Months 10:11 What Can We Learn from Japan? 13:48 Potential Black Swan Events in the Next 12 Months 24:44 Ardalan's Outlook on the Market for the Next 12 Months 25:36 Pitchbook Report on the Performance of Various Funds in the Private Market 26:10 LBO 30:31 Hilton Hotels LBO 32:40 Elon Musk's Position in the AI Market 39:31 Strawberries 44:19 reasoning model References :  https://www.wsj.com/economy/central-banking/sorry-the-fed-cant-save-us-from-a-bear-market-fad99617?mod=economy_lead_story https://files.pitchbook.com/website/files/pdf/Q2_2024_Global_Private_Market_Fundraising_Report.pdf https://files.pitchbook.com/website/files/pdf/Q4_2023_Global_Fund_Performance_Report_with_preliminary_Q1_2024_data.pdf https://pitchbook.com/news/articles/openais-strawberry-opens-new-ai-battlefield https://www.youtube.com/watch?v=vIXfYFB7aBI About Us :    Linkedin : https://www.linkedin.com/company/thes...  Twitter : / thesecondpod  Instagram : https://www.instagram.com/thesecondpo...  #Secondpod #Second_Pod #پادکست ـ دوم #secondpod #پادکست