Four Ideas (Life sciences edition): AI-driven Health Tech and Patient Data Accessibility
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Paul Kedrosky
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Four Ideas (AI edition): AI Disruption and New Industry Opportunities
2 min read
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Four Ideas (Macro edition): Cross-Border Payments and Digital Influence Expansion
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Four Ideas, Sunday Edition:
AUGUST 03, 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): European Grids, Storage, Decentralization, and Energy Transition
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Honey, AI Capex Keeps Eating ... Everything
6 min read
Paul Kedrosky and Plus tiers
Four Ideas (Commodities edition): Commodities Trading Diversification and Energy Trends
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Four Ideas (Life sciences edition): AI in Healthcare, FDA Policies, Health Tech Investments
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Tariffs are Dumb Enough to (Almost) Work
U.S. tariffs verge on being a badly designed value-added tax, which isn't a terrible idea, just a fairly bad one—which may lead somewhere good
7 min read
Paul Kedrosky and Plus tiers
Four Ideas (AI edition): AI Investment Trends and Economic Impact
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Four Ideas (Macro edition): Global Shifts in Space Economy and AI Regulations
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Four Ideas, Sunday Edition:
JULY 27, 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
2 min read