Comments

RRExcellent analysis!

sLThanks Raoul. You should definitely participate in Peter Diamandis's Abundance conference Q1. His "How you know we're in 2022" annual presentation, and the quality of his presenters (including David Sinclair) will blow you away. Best money I spend every year (besides my RealVision subscription...of course!)

EBFor Green Energy chart, for the renewables can you breakdown hydroelectric from, wind, solar and other? Hydro is currently majorly with limited growth potential. It begs the question is it realistic to forecast extreme growth in solar and wind? Lots of limitations for this inefficient energy source?

LLMany thanks for the analysis Raoul. On page 10, second slide re patents, there are 10 data line inputs but only 8 side references, please can you advise who are the other two coloured data lines?

SSsome recommendations of late required accounts that can take some time to open (re Rally, Chillz & ETH Call options). Is there a way to inform us ahead of time? My Deribit account is still being verified since the day of the recommendation. Understand this isnt always practical but where possible would be handy.

AMSlide 12 on the energy sources is confusing, the wedge from coal stays the same, while gas increases. While these projections are probably closer to reality, the Net zero 2050 on slide 13 won’t be achieved by this fuel mix.

JKThankyou Raul, you stimulated me to think of what is the base layer that drives "the exponential age"? Do you think it is the exponential World population growth, with widespread education, therefore exponential growth of high iq humans?