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In this Ideas Lab episode, Kevin Coldiron speaks with venture capitalist and former founder Aubrie Pagano about what stands between today’s AI hype and a truly transformative AGI economy. Rather than treating AI as destiny, Aubrie maps the frictions that hold it back: hard power limits, fragile industrial data, and agents that still cannot coordinate with humans or each other. She explains why we may be a full capital cycle or two away from real AGI and why that delay is precisely where the best opportunities lie. The conversation then widens into the “Aquarius Economy,” a possible future in which human agency, not algorithms, becomes the scarcest and most valuable asset. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE -----
Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website. IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here. And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here. Learn more about the Trend Barometer here. Send your questions to info@toptradersunplugged.com And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast. Follow Kevin on SubStack & read his Book. Follow Aubrie on LinkedIn. Episode TimeStamps: 00:00 - Why agent coordination is still clunky and unreliable 00:38 - Intro to Top Traders Unplugged and performance risk framing 01:34 - Kevin sets up the Ideas Lab and today’s focus on AGI 02:59 - Aubrie’s background as founder, researcher and VC shaping her lens 06:04 - Why she wrote about AGI and the Aquarius Economy 07:21 - AGI as the last cycle built on labor scarcity 10:41 - The blockers framework and why AGI may be a cycle or two away 12:58 - Blocker 1: energy constraints and the race for firm power 15:17 - Where investment opportunities emerge in power and grid resilience 17:43 - Blocker 2: foundational industry data gaps and Moravec’s paradox 22:00 - Skilled trades as a bottleneck and a long term opportunity 24:34 - Blocker 3: agent to human coordination and walled gardens 29:04 - Early agent marketplaces and trust mechanisms 34:41 - The Aquarius Economy as a framework for future societal structure 42:09 - Outlier groups, human agency and implications for investors Copyright © 2025 – CMC AG – All Rights Reserved ---- PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey: 1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here 2. Daily Trend Barometer and Market Score One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here 3. Other Resources that can help you And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here Privacy Policy Disclaimer |
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