The Padverb Podcast with KMO

005 Social (In)securities with Max Osbon

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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

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      The Padverb Podcast with KMOBy Padverb