Gold AI and Cryptos DeepSeek Moment

https://andrewmortimerbooks.com/ https://medium.com/@andrewmortimer https://thecorporatebeanbag.au/ linkedin.com/in/akbmortimer https://www.amazon.com.au/Glittering-... https://paulkrugman.substack.com/ In this conversation, the speaker discusses the current state and future predictions for gold, artificial intelligence (AI), and cryptocurrency. Gold has shown resilience, bouncing back to over $5000 an ounce after a dip. AI is set to see a massive capital expenditure of $650 billion, primarily driven by major tech companies. The discussion also touches on the volatility of Bitcoin and the potential for stable coins to gain traction in the market, suggesting a positive outlook for the future of digital currencies. Takeaways Gold has shown resilience, bouncing back to over $5000 an ounce. AI is set to see a massive capital expenditure of $650 billion this year. Major tech companies like Alphabet and Amazon are leading AI investments. The level of investment in AI will generate significant productivity gains. Digital wallet transactions have increased dramatically, indicating a shift in consumer behavior. Stable coins are expected to gain mass adoption with new legislation. Bitcoin's recent volatility is seen as a 'deep seek moment' rather than a downturn. The future of crypto looks promising despite fluctuations in value. AI trade is expected to continue its upward trajectory. The speaker predicts an interesting year ahead in 2026 for these markets. Chapters 00:00 Gold's Resilience and Future Predictions 02:32 AI's Massive Investment and Impact 04:51 Crypto's Deep Seek Moment and Future Outlook Andrew Mortimer is a Multi-Company Founder, Author, specialist fund manager, professional gold explorer, and lifelong gold investor, holding the position of Chairman for several gold mining companies. Successfully led numerous gold exploration teams, achieving significant discoveries in regions known for their complex geological and legal challenges. My exploration efforts have mainly concentrated on the Australian states of New South Wales, Queensland, and Western Australia. Currently, the Chairman of Keops Group, a corporate advisory and finance firm in Sydney, Australia, that focuses on mining and clean technology. Keops Group supports both small and large, public and private companies in executing initial public offerings (IPOs) in Australia and internationally. I studied History and Law at the University of Sydney and trained as a lawyer with the Director of Public Prosecution (DPP) in New South Wales, becoming an officer of the Supreme Court in 2003. I am now part of the Keops Group team, providing advice to companies regarding their exploration projects, strategies, and funding options.