A Tale of Two Investors: Bifurcated Investment Strategies for a Post-Labor World

Academic Paper 04

A Tale of Two Investors: Bifurcated Investment Strategies for a Post-Labor World

Summary

This briefing document analyzes the emerging ABCD System—a synthesis of Artificial Intelligence, Biometric Identification, Central Bank Digital Currencies (CBDC), and integrated Digital Financial Systems. The core thesis asserts that, as this system matures alongside and in response to a a potential "post-labor" economy (characterized by widespread automation, unemployment, and Universal Basic Income), the investable universe of assets will undergo a fundamental bifurcation. Investors are expected to divide into two primary groups: Participants, who fund and engage with the new financial system, and Resistant investors, who avoid system-linked investments on ethical, practical, or sovereign grounds. This investor-type split introduces significant tensions regarding fiduciary duty, necessitating a re-evaluation of Modern Portfolio Theory and investing choices.

Documents — PDF

The executive briefing and the full paper. (The full paper currently shows the executive briefing as a placeholder; the revised version is forthcoming.)