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The Intangible Economy with Kai Wu

Excess Returns

The Intangible Economy with Kai Wu explores the hidden forces reshaping the modern economy and their implications for investors. AI and the broader technology revolution are changing how we live, work, and create value. In each episode, Kai sits down with investors, researchers, and other experts to discuss how innovation and other intangible forces - such as brands, human capital, and network eff... more

Episodes1Founded3 months agoCategories
BusinessInvesting

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This episode of The Intangible Economy explores how AI, intangible assets, and unprecedented capital investment are reshaping the future of markets. Michael Mauboussin joins Kai Wu to break down why today’s AI expectations may be historically unmatch... more

Kai discusses his new research paper "Suriving the AI Capex Boom"

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1. Odds on Open
2. The Meb Faber Show - Better Investing
3. Excess Returns
4. Value Investing with Legends
5. Capital Allocators – Inside the Institutional Investment Industry

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The Intangible Economy launched 3 months ago and published 1 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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