The Intangible Economy with Kai Wu
By Excess Returns
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Category: Investing
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Subscribers: 4
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Episodes: 6
Description
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.
| Episode | Date |
|---|---|
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Alex Edmans on Market Psychology, Intangible Assets and Edges That Persist
|
Sep 15, 2026 |
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Dan Rasmussen on Private Markets, Intangible Moats, and Where Value Still Works
|
Aug 27, 2026 |
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Mapping the AI Economy: Value Capture, Adoption and Moats with Azeem Azhar
|
Jul 21, 2026 |
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Aswath Damodaran on SpaceX, AI and the Limits of Big Market Stories
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Jun 18, 2026 |
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What Past Capital Cycles Can Teach Us About AI with Edward Chancellor
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May 12, 2026 |
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Michael Mauboussin: Base Rates, AI Adoption, and Investing in the Intangible Economy
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Mar 31, 2026 |