The pair look back over 2023, as well as forward to 2024 and the biggest election year in history, where roughly half the world’s population and GDP is up for grabs. Their conversation also covers equity markets, AI, the significance of Taiwan, crypto currency, and much more.
James and David’s book recommendations are listed below:
Chip War: The Fight for the World’s Most Critical Technology – by Chris Miller (first published 2022)
The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution – by Gregory Zuckerman (first published 2019)
The Power Law: Venture Capital and the Making of the New Future – by Sebastian Mallaby (first published 2022)
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