Four Ideas, Sunday Edition:
JULY 13, 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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Paul Kedrosky
Page 32 of 54
Four Ideas (Energy edition): Decentralization, Energy Storage, Geoeconomics, Clean Energy Tariffs
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Four Ideas (Commodities edition): Commodities Trends and Opportunities 2025
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Four Ideas (Life sciences edition): Healthcare AI Growth and Pharmaceutical Innovation
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Regime Changes: Tour de France vs the U.S. Deficit
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Paul Kedrosky and Plus tiers
Four Ideas (AI edition): AI-Driven Market Shifts and New Beneficiaries
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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
2 min read
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
2 min read
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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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