Podslice Daily

PODSLICE AI

The Podslice Daily Podcast is the intersection of Artificial Intelligence and Future Tech, moving beyond the hype to understand the underlying infrastructure—from Super Portfolios and forward-looking insights to GPU shortages. Produced by Podslice's founder, a software engineer, product builder, tech junkie, and investing nerd. 🤖 AI Disclosure & Attribution: This podcast is a production of the Podslice Team. It represents a collaborative effort between human creativity and artificial intelligence.

  1. Tokenized Gold & Ai Agents On-Chain

    2 FEB

    Tokenized Gold & Ai Agents On-Chain

    In this episode of Podslice Daily, host Tech Slice and guest Chain Sage delve into the current state of Ethereum and the emerging trend of tokenized gold. They discuss the reasons behind Ethereum's stagnation, including staking dilution and market dynamics. The conversation shifts to the potential of tokenized gold as a new investment avenue, highlighting its benefits and the role of AI agents in managing these assets. The episode concludes with a discussion on the risks associated with tokenized gold and practical advice for getting started in this space. Keywords Ethereum, ETH, tokenized gold, real world assets, DeFi, AI agents, crypto market, staking, investment strategies Chapters 00:00 Intro 00:28 Why isn't ETH pumping in 2026? 01:52 Autonomous AI Agents + Tokenized RWAs 02:48 Deep dive: Tokenized Gold 03:48 Tokenized Gold: Market Sentiment 05:09 Risks Tokenized Gold + AI Agents 05:56 Where to get started with RWAs Takeaways Ethereum's current stagnation is due to overcrowded longs and staking dilution.Over 30% of ETH is staked, leading to lower APYs.Tokenized gold is gaining traction as a digital safe haven asset.AI agents are set to revolutionize asset management by autonomously trading.Tokenized gold offers 24-7 trading and fractional ownership.The combined market cap of tokenized gold is over 4 billion.Institutions are accumulating tokenized gold exposure.Custody risks exist with tokenized assets, especially if issuers face issues.Investors should start small and read monthly audits before diving in.The future of real-world assets is projected to reach trillions by 2030.

    7 min
  2. 26 JAN

    The Algorithmic Alpha, enabled by Dynamic AI Adaptation

    The Algorithmic Alpha, enabled by Dynamic AI Adaptation Building on our "Death of the 60/40" podcast episode, we're analysing how AI-powered “super-portfolios” are designed to eliminate emotional bias in investment choices. We're analysing algorithms behind adaptive portfolios that redefine wealth management, focusing on AI-driven "Super-Portfolios." TechSlice and MacroPod explore how Deep Reinforcement Learning and Causal AI eliminate bias, enable "Crisis Alpha", and democratise hedge-fund strategies like Direct Indexing.  We also examine the systemic risks of algorithmic herding and why the future of wealth is a "Centaur" model. Chapters: 0:00 - Intro: The Panic Button 0:15 - The Behavioural Gap & Loss Aversion 1:10 - Deep Reinforcement Learning (DRL) Explained 2:30 - Hierarchical Risk Parity (HRP) vs. MVO 4:15 - Causal AI: Why Correlation Fails 6:50 - Democratisation & Tax-Loss Harvesting 7:20 - Systemic Risks: Flash Crashes & Herding 7:40 - The Centaur Model: Human-in-the-Loop 8:15 - Outro & Disclaimer Tags: AI Investing, Wealth Management, Fintech, Deep Reinforcement Learning, Causal AI, Portfolio Optimisation, Behavioural Finance, Direct Indexing, Algorithmic Trading. Citations: The Algorithmic Alpha: Engineering Emotion-Free Super-Portfolios Through Dynamic AI Adaptation (Executive Summary & Report). Kahneman, D., & Tversky, A. (Prospect Theory/Loss Aversion). López de Prado, M. (Hierarchical Risk Parity).

    9 min
  3. 16 JAN

    "Super-Ai" Investment Portfolios Are Changing Wealth

    Description: Is the traditional 60/40 portfolio dead? In this episode of The Podslice Daily, TechSlice and MacroPod break down the “AI Super-Portfolio”—a new era of wealth management powered by DeepMind’s Gemini Ultra and Agentic AI. We explore how “Deep Think” capabilities are replacing quarterly rebalancing with real-time, algorithmic orchestration. From “weak signal” detection in supply chains to hyper-personalised risk modelling that knows your “panic point,” we uncover how retail investors are finally getting access to institutional-grade tools. Plus, we discuss the ethical risks: hallucinations, digital redlining, and the necessity of the “Human-in-the-Loop.” Chapters: 0:00 - Intro: Is Your Portfolio “Bored”? 1:45 - Why the 60/40 Split is Obsolete 3:20 - How Gemini Ultra “Listens” to CEOs 5:10 - Weak Signals: Predicting Supply Chain Shocks 7:00 - Throughput vs. HFT: Competing on Intelligence 8:45 - The “Segment of One”: AI & Your Psychology 10:30 - The Dark Side: Privacy & “Black Mirror” Risks 11:50 - Hallucinations & The “Centaur” Model 13:10 - Ethical Dilemma: Digital Redlining 14:45 - Conclusion & Disclaimer Tags: AI Investing, Gemini Ultra, DeepMind, Super-Portfolio, Wealth Management, Fintech, Algo Trading, 60/40 Portfolio, Macroeconomics, Behavioural Finance, Agentic AI, Retirement Planning, Tech News Citations & References: Topics referenced: DeepMind Gemini Ultra, Gemini 3 Pro “Deep Think”, Modern Portfolio Theory (MPT), Dynamic Asset Allocation (DAA), Market Micro-Momentum, Retrieval-Augmented Generation (RAG). This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jakwakwa.substack.com

    8 min

About

The Podslice Daily Podcast is the intersection of Artificial Intelligence and Future Tech, moving beyond the hype to understand the underlying infrastructure—from Super Portfolios and forward-looking insights to GPU shortages. Produced by Podslice's founder, a software engineer, product builder, tech junkie, and investing nerd. 🤖 AI Disclosure & Attribution: This podcast is a production of the Podslice Team. It represents a collaborative effort between human creativity and artificial intelligence.