Stephen McBride

3 weeks ago | riskhedge.com | Stephen McBride

“How do you use AI?”That’s my new go-to question when meeting contacts. Admittedly, it’s self-serving. I get to pick the brains of some of the smartest investors and thinkers in the world about how they’re using the most powerful technology of our lifetimes. Artificial intelligence (AI) chatbots have transformed my work life. I use Claude, Grok, and ChatGPT at least 50 times daily as my research assistant, writing partner, and instant answer machine.

3 weeks ago | riskhedge.com | Stephen McBride

Imagine signing up for an 8 day mission to the International Space Station and then getting stuck up there for 9 months. That's what happened to two American astronauts thanks to Boeing’s (BA) faulty rocket which broke down mid mission. Fortunately, SpaceX swooped in and rescued them. In 2014, NASA hired both SpaceX and Boeing. NASA needed a new spacecraft for astronauts to travel to and from the ISS. The idea was to end reliance on Russia’s Soyuz spacecraft. SpaceX developed Crew Dragon.

3 weeks ago | riskhedge.com | Stephen McBride

Imagine signing up for an 8 day mission to the International Space Station and then getting stuck up there for 9 months. That's what happened to two American astronauts thanks to Boeing’s (BA) faulty rocket which broke down mid mission. Fortunately, SpaceX swooped in and rescued them. In 2014, NASA hired both SpaceX and Boeing. NASA needed a new spacecraft for astronauts to travel to and from the ISS. The idea was to end reliance on Russia’s Soyuz spacecraft. SpaceX developed Crew Dragon.

3 weeks ago | riskhedge.com | Stephen McBride

Google (GOOG) just made its largest acquisition ever. It shelled out $32 billion (!) for cybersecurity startup Wiz. My editor often accuses me of burying the lead. I won’t make that mistake this time. I expect cybersecurity stocks to outperform every other software group over the next five years. An easy way to keep the odds on your side is by investing in trends that won’t change. We call them “megatrends.”Cyber is as close to a guaranteed megatrend as you’ll ever get.

4 weeks ago | riskhedge.com | Stephen McBride

What if you knew for certain that 90% of today’s jobs will disappear? Sounds like doomsday, right? Mass unemployment. Dystopia. Well, this is exactly what happened to all jobs that existed in 1800. Back then, more than 80% of Americans worked on farms. They performed backbreaking work seven days a week, just to grow enough food for the family to eat. By 1950, less than 10% of Americans worked the land. Did all those displaced farm workers head to the bread lines? Quite the opposite.