What if I Told You…
That as the terms innovation and disruption
become mainstream there are still pockets of
discovery value for investors in the world today.
From curing cancer with the cloud to solving
space to creating an alternative to fossil fuel in
lithium, opportunities abound for those willing to
look beyond today’s headlines.
The world is changing as a new generation (Gen-Z) is poised to take the mantle from Millennials while the payback for college becomes harder to justify. This is all in the face of a market that remains volatile with the potential for another flash crash looming. Meanwhile, while the Bitcoin hype cycle has gone quiet, Silicon Valley and Wall Street are betting that the underlying technology behind it, the Blockchain, can change … well everything. It is against that backdrop that we present our latest departmental thematic piece focused on seven key emerging debates we believe need to be on investors’ radars. This 7 for 7 offers up insights on these key stories with a focus on framing a response to … What if I Told You?
Seven For Seven
(1) The Blockchain Could Disrupt Everything. Potential use cases for the core technology behind Bitcoin abound. The VC backdrop is healthy and expectations are high, but roadblocks remain.
(2) Space is Once Again the New Frontier. The space race is reigniting, and we see investment opportunities.
(3) College May Not Be Worth It. The average return on going to college is falling, and for some the cost may no longer be justified.
(4) Gen-Z Matters More than Millennials. America’s youngest cohort will soon overshadow their predecessors in size and influence.
(5) There will be another Flash Crash. The Aug 24th selloff exposed the flaws of a market where regulation is not uniform across the exchanges.
(6) Lithium is the New Gasoline. Lithium’s unique properties make it a key enabler of the electric vehicle revolution.
(7) The Cloud Can Help Cure Cancer. For the first time in history, physicians will have the ability to use genomic profiling for every cancer patient.
http://www.goldmansachs.com/our-thinking/pages/macroeconomic-insights-folder/what-if-i-told-you/report.pdf
The world is changing as a new generation (Gen-Z) is poised to take the mantle from Millennials while the payback for college becomes harder to justify. This is all in the face of a market that remains volatile with the potential for another flash crash looming. Meanwhile, while the Bitcoin hype cycle has gone quiet, Silicon Valley and Wall Street are betting that the underlying technology behind it, the Blockchain, can change … well everything. It is against that backdrop that we present our latest departmental thematic piece focused on seven key emerging debates we believe need to be on investors’ radars. This 7 for 7 offers up insights on these key stories with a focus on framing a response to … What if I Told You?
Seven For Seven
(1) The Blockchain Could Disrupt Everything. Potential use cases for the core technology behind Bitcoin abound. The VC backdrop is healthy and expectations are high, but roadblocks remain.
(2) Space is Once Again the New Frontier. The space race is reigniting, and we see investment opportunities.
(3) College May Not Be Worth It. The average return on going to college is falling, and for some the cost may no longer be justified.
(4) Gen-Z Matters More than Millennials. America’s youngest cohort will soon overshadow their predecessors in size and influence.
(5) There will be another Flash Crash. The Aug 24th selloff exposed the flaws of a market where regulation is not uniform across the exchanges.
(6) Lithium is the New Gasoline. Lithium’s unique properties make it a key enabler of the electric vehicle revolution.
(7) The Cloud Can Help Cure Cancer. For the first time in history, physicians will have the ability to use genomic profiling for every cancer patient.
http://www.goldmansachs.com/our-thinking/pages/macroeconomic-insights-folder/what-if-i-told-you/report.pdf
