Ben Felix | Investing in Technological Revolutions @BenFelixCSI | Uploaded November 2020 | Updated October 2024, 1 hour ago.
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: rationalreminder.ca/podcast/124

Referenced in this video:
Stocks for the Long Run: amazon.ca/Stocks-Long-Run-Definitive-Investment/dp/0071800514
Technological Revolutions and Financial Capital: amazon.ca/Technological-Revolutions-Financial-Capital-Dynamics/dp/1843763311
The double bubble at the turn of the Century: Technological roots and structural implications: carlotaperez.org/downloads/pubs/C.PEREZ_CJE_DoubleBubble_WP%20CERF%20No%2031.pdf
Technological revolutions and speculative finance: Evidence from the British Bicycle Mania: https://www.econstor.eu/bitstream/10419/148345/1/87292534X.pdf
Technological Revolutions and Stock Prices: papers.ssrn.com/sol3/papers.cfm?abstract_id=875727
Was There a NASDAQ Bubble in the Late 1990s?: papers.ssrn.com/sol3/papers.cfm?abstract_id=557061

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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