Ep. 51: Artificial Intelligence & Bitcoin: Should these Emerging Technologies Have a Place in Your Investment Portfolio? (w/Brian Bonewitz, CFA)

Are you approaching retirement and worried about the impact of Artificial Intelligence (AI) on the future of your job?  What about the impact of AI on the financial markets?  And lastly, do Bitcoin and other cryptocurrencies have a place in a well-diversified investment portfolio?

I hope you enjoy my interview with Brian Bonewitz.  Brian is an AI consultant, CFA holder, and has a unique perspective on AI, digital assets, and the impact they have on investing for retirement.

Personally, I believe the mainstreaming of Bitcoin in 2024 is likely to cap some of the upside potential, but also it reduces the downsize given some of the world’s largest asset managers are now substantial stakeholders in crypto assets.

To each their own, but I believe a decision should be made one way or the other, and likely sooner rather than later.

-Kevin Lao

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Links Referenced in Episode:

  • ⁠⁠The godfather of AI sound alarm about potential dangers of AI
  • Digital Assets (IRS website)
  • 6 Things to know about Wash-Sale Rules
  • Michael Saylor on Bitcoin
  • Coinbase
  • Brian Bonewitz on Linkedin
  • Rafa.ai

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Kevin Lao

I am the founder of Imagine Financial Security. We are a Flat Fee, Fiduciary Financial Advisor based in Jacksonville, FL. We specialize in retirement planning for blended families, tax optimization and investment management. We can work with you locally in Jacksonville or St Augustine, as well as virtually anywhere in the United States.