New Journey Man episode with Tom Lee (@fundstrat) from @FundstratCap... From Wall Street to AI & Crypto, we cover it all. Enjoy! 00:00 Introducing Tom Lee 01:21 Tom Lee’s beginnings on Wall Street 02:37 His experience in the wireless industry in the 90s 05:04 The impact of bonds on stocks 06:46 How age influences perception 07:24 The network effect and adoption in emerging technologies 09:50 The fiber boom and tech industry overbuilds 12:59 How the dot-com bubble impacted value investors 14:17 The post-bubble rise of Web 2.0 and social media 20:11 How Tom navigated the 2008 financial crisis 24:33 Transitioning to macro strategy at JPMorgan 27:43 Calling the bottom of the 2009 market crash 32:07 The rise of retail investors and the financialization of millennials 35:00 Tom’s introduction to Bitcoin and initial skepticism 36:44 Understanding Bitcoin’s network value 37:58 Institutional backlash against Bitcoin in 2017 40:24 Current macro outlook and bullish equity cycle 42:39 AI, capital investment, and the changing tech landscape 46:15 Finding investment opportunities in AI and exponential technologies 48:46 The role of energy and infrastructure in AI’s future 49:58 The value of tangible experiences in a digital world 51:28 Closing thoughts and future discussions with Tom Lee 52:23 Outro and the importance of preparing for economic shifts