Recently Saxo Bank published their outrageous predictions for 2022 (and beyond). I also watched the clarifications of chief investment officer, Steen Jacobsen. Very brave and honest! 👍 Here’s my quick overview of the main points: Governments do not have a clear plan for the transition to a green future. So, oil and gas still reign. Meanwhile, many billions will be buried in ESG hype. Facebook is for oldies. TikTok (and/or other new social platforms) will kill it.
I’ve just read recently published Big Ideas 2021 by ARK invest (these guys are investing billions of USD into disruptive tech companies) and want to share it. I really recommend to download and overview their slides for everybody who works in high-tech (yes, they are probably over-optimistic because of their role, but it’s really worth to look at): https://drive.google.com/file/d/1z3LpfrAQLRM07JDTi1ZnHEHPeszgIp7O/view?usp=sharing I am especially excited by what they call “Software 2.0” (deep learning).