Four Ideas (AI edition): AI Expansion Shaping Diverse Economic Sectors
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Paul Kedrosky
Page 33 of 54
SPVs, Credit, and AI Datacenters
How a new credit bubble is building in AI data centers
6 min read
Four Ideas (Macro edition): Geoeconomic Shifts, Emerging Markets, Tariffs, Japanese Manufacturing
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Four Ideas, Sunday Edition:
JUNE 29, 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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AI as Immigrants
"You can think about the AI revolution as a wave of billions of AI immigrants. They don't need visas. They don't arrive on boats. They
Four Ideas (Energy edition): Energy Storage, AI in Energy, Clean Energy Politics, Renewable Partnerships
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Four Ideas (Commodities edition): Silver & Platinum Surge, Geoeconomic Shifts, Oil Volatility, Commodity Investments
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Four Ideas (Life sciences edition): AI Transformations in Healthcare
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Four Ideas (AI edition): Non-obvious AI Trends Reshaping Markets
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Four Ideas (Macro edition): Interest Rates, Energy Transition, Geopolitics, Freight Market
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Four Ideas, Sunday Edition:
JUNE 22, 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
Weekend Reading: Who's Weird? Maybe We're Weird
Why, until recently, we were living the anomaly and now is normal
4 min read