4 Billionaire Tech Moguls' 2026 Investment Playbook: Long Copper, Short Oil, New Crypto Assets to Replace Gold and BTC
An excerpt from the "All-In Podcast" features four prominent tech investors—Jason Calacanis, Chamath Palihapitiya, David Sacks, and David Friedberg—discussing their predictions for 2026 across politics, business, and technology.
Key themes include the potential exodus of wealth from California due to a proposed wealth tax, which could significantly impact the state's budget and business environment. Investment outlooks are bullish on copper and key metals due to global supply shortages and geopolitical shifts, while bearish on oil (hydrocarbons) and traditional SaaS sectors. A major prediction is that central banks may seek new, quantum-resistant cryptographic assets to replace gold and Bitcoin.
Other forecasts include a surge in IPOs and tech growth ("Trump Boom"), AI increasing rather than decreasing demand for knowledge workers (Jevons Paradox), and potential resolutions to the Ukraine conflict and U.S.-China tensions. Polymarket is highlighted as a breakout platform, while California real estate and the U.S. dollar are seen as underperformers. Politically, democratic socialism and anti-waste candidates are expected to gain traction, while tech faces bipartisan populist criticism.
比推01/19 05:19
