The Intangible Economy with Kai Wu

The Intangible Economy with Kai Wu

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 effects - are transforming markets and investment outcomes.
What Past Capital Cycles Can Teach Us About AI with Edward Chancellor

What Past Capital Cycles Can Teach Us About AI with Edward Chancellor

Edward Chancellor joins Kai Wu to discuss what financial history and capital cycle theory can teach investors about today’s AI boom. They explore why transformative technologies can still produce terr...

Michael Mauboussin: Base Rates, AI Adoption, and Investing in the Intangible Economy

Michael Mauboussin: Base Rates, AI Adoption, and Investing in the Intangible Economy

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 t...