Exciting new technologies, and the companies that create them, seem like obvious investment opportunities. Why wouldn’t you want to invest in the companies leading a new world-changing technological paradigm?
Rational Reminder Episode 124: Prof. Lubos Pastor: Equilibrium Models vs. Intuition: [ Ссылка ]
Referenced in this video:
Stocks for the Long Run: [ Ссылка ]
Technological Revolutions and Financial Capital: [ Ссылка ]
The double bubble at the turn of the Century: Technological roots and structural implications: [ Ссылка ]
Technological revolutions and speculative finance: Evidence from the British Bicycle Mania: [ Ссылка ]
Technological Revolutions and Stock Prices: [ Ссылка ]
Was There a NASDAQ Bubble in the Late 1990s?: [ Ссылка ]
Timestamps:
0:00 Introduction to what you can expect from investing in technological revolutions
0:45 The pattern found between technological revolutions and financial capital
4:01 The math behind the profitability and stock prices of companies creating new technologies
6:56 The difference in risk and volatility between the “old” and “new” economy
12:19 Should you be betting on the “winning” companies?
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