Four Ideas (AI edition): AI-Driven Market Shifts and New Beneficiaries
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Paul Kedrosky
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Four Ideas (Macro edition): Global Interest Rates and Geopolitical Rivalries
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Four Ideas, Sunday Edition:
JULY 06, 2025—GENERAL EDITION This is a weekly free look of our premium daily Four Ideas email. If you're not already a subscriber, sign up for a
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Four Ideas (Energy edition): Energy Grid Transformation and Storage Innovation
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Four Ideas (Commodities edition): Commodities Outlook: Metals, Geoeconomics, and Supply Chains
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Four Ideas (Life sciences edition): AI Transformations, FDA Device Approvals, Health Tech Investments, AI in Health Systems
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On Endowments and Unintended Consequences
Illiquidity in large endowments is already causing problems, and we're about to get more of it
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Four Ideas (AI edition): AI Expansion Shaping Diverse Economic Sectors
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SPVs, Credit, and AI Datacenters
How a new credit bubble is building in AI data centers
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Four Ideas (Macro edition): Geoeconomic Shifts, Emerging Markets, Tariffs, Japanese Manufacturing
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Four Ideas, Sunday Edition:
JUNE 29, 2025—GENERAL EDITION This is a weekly free look of our premium daily Four Ideas email. If you're not already a subscriber, sign up for a
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AI as Immigrants
"You can think about the AI revolution as a wave of billions of AI immigrants. They don't need visas. They don't arrive on boats. They