SecondGroup podcast is  for informational purposes only and does not provide stock or securities recommendations. The co-hosts may own stocks or assets discussed on the show
 
In this episode, we explore various scenario analyses for the next 12 months of AI reasoning models and examine different asset classes, with a specific focus on the private market.
 
This episode was recorded in the Bay Area. We missed having Shirin with us, as she was traveling



Ardalan Javadi Linkedin : https://www.linkedin.com/in/ardalanjam1369/
Farzam Hejazi Linkedin : https://www.linkedin.com/in/farzam-hejazi-5b608081/
Shirin Mojarad Linkedin : https://www.linkedin.com/in/shirinmojarad/



0:00 Summary
1:44 Subjects 
 2:18 Ardalan’s experience at the Acquire Live event in San Francisco
3:35 Zuck's Personal Rebranding
5:44 Fed Policy 
7:52 What's Ahead in the Market Over the Next 12 Months
10:11 What Can We Learn from Japan?
13:48 Potential Black Swan Events in the Next 12 Months
24:44 Ardalan's Outlook on the Market for the Next 12 Months
25:36 Pitchbook Report on the Performance of Various Funds in the Private Market
26:10 LBO
30:31 Hilton Hotels LBO
32:40 Elon Musk's Position in the AI Market
39:31 Strawberries
44:19 reasoning model



References : 



https://www.wsj.com/economy/central-banking/sorry-the-fed-cant-save-us-from-a-bear-market-fad99617?mod=economy_lead_story
https://files.pitchbook.com/website/files/pdf/Q2_2024_Global_Private_Market_Fundraising_Report.pdf
https://files.pitchbook.com/website/files/pdf/Q4_2023_Global_Fund_Performance_Report_with_preliminary_Q1_2024_data.pdf
https://pitchbook.com/news/articles/openais-strawberry-opens-new-ai-battlefield
https://www.youtube.com/watch?v=vIXfYFB7aBI



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