Work, Demographics, and Innovation
Work, demographics, and innovation shape tomorrow’s economy far more than today’s stock prices.
FeaturedHuman Capital Theory: Investing in People
What is human capital? Investment relates to machines and factories but it must not be forgotten that investment also relates to human capital. According to Adam…
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Work, Demographics, and Innovation
Aging, productivity, artificial intelligence: the deep forces move slowly, then all at once. This section covers wages, pensions, and aging, productivity, and the creative destruction dear to Schumpeter: artificial intelligence, Nvidia, the tech giants and their peers. How innovation destroys and recreates jobs, and what demographics impose on economies. I approach it as an active trader since 1994 and an economic historian: what past technological revolutions teach about the present one, and why the fear of technological unemployment is as old as progress itself. The articles connect work, population, and innovation, from pensions to the AI revolution.
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