Four Ideas (AI edition): AI Bubble Formation, AI Optimism, Logistical Shifts, Hospitality Innovation
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Paul Kedrosky
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Four Ideas (Macro edition): AI, Geoeconomics, Hospitality, Emerging Markets
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Four Ideas, Sunday Edition:
AUGUST 17, 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): Decentralized Energy, Renewable Trade Barriers, Battery Storage
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Four Ideas (Commodities edition): Geopolitical Shifts, Cocoa Boom, Tariff Impacts, Gold Opportunities
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Four Ideas (Life sciences edition): AI Healthcare Innovations and Medicare; Health tech investment surge
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Four Ideas (AI edition): Strategic Interdependence and AI-Driven Shifts
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Four Ideas (Macro edition): Emerging Trends in Logistics, Geopolitics, AI, and Trade
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Four Ideas, Sunday Edition:
AUGUST 10, 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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The Kanye/Data Center Crossover
A roundup of my recent interviews and public comments on AI capex, plus a Kanye West comparison
9 min read
Paul Kedrosky and Plus tiers
Four Ideas (Energy edition): Emerging Clean Energy Trends and Implications
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Four Ideas (Commodities edition): Understanding Emerging Trends in Commodities Market
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