HeyJaredThe Intangible Economy With Kai Wu
The Intangible Economy with Kai Wu explores the intersection of the new economy and the world of investing. AI and the broader technology revolution are reshaping how we live, work, and create value, with profound implications for markets and portfolios.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 15, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 21, 2026
Latest episodes
Alex Edmans on Market Psychology, Intangible Assets and Edges That Persist (opens the original)
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Alex Edmans joins Kai Wu to explore behavioral finance, market inefficiencies, and why investors overlook intangible assets such as employee satisfaction, innovation, and brand strength. Drawing on his book The Madness of Markets, the London Business School finance professor explains why markets overreact to headlines, underreact to long-term value, and leave opportunities for patient, independent investors. The Madness of Markets https://amzn.to/3T9rdot Alex Edmans on Twitter https://twitter.co
Dan Rasmussen on Private Markets, Intangible Moats, and Where Value Still Works (opens the original)
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Dan Rasmussen, founder and managing partner of Verdad Advisers and author of The Humble Investor, joins Kai Wu to examine the unraveling of private equity, the rise of private credit, and how AI is reshaping software, labor, and the economics of technology investing. They also explore the massive AI CapEx boom, why value investing has struggled in the intangible-heavy U.S. market, the unusual opportunity in Japanese small caps, and how investors can quantify intangible value in biotech. Topics c
Mapping the AI Economy: Value Capture, Adoption and Moats with Azeem Azhar (opens the original)
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Azeem Azhar joins Kai Wu to break down the real economics of the AI boom, including the $110 billion demand base, where profits may accrue across chips, hosting, foundation models and applications, and whether spending can translate into enterprise productivity. They discuss AI infrastructure bottlenecks, open-source competition, vertical integration, organizational redesign, software moats, human judgment and the signals investors can use to identify companies turning AI adoption into durable c
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