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Radio and PodcastLive Radio & PodcastsIn this inaugural episode of our new show, The Intangible Economy with Kai Wu, we explore how AI, intangible assets, and unprecedented capital investment are reshaping the future of markets. Michael Mauboussin joins Kai...
Michael Mauboussin AI, Base Rates, and Investing in the New Economy is an episode from Excess Returns by Excess Returns. In this inaugural episode of our new show, The Intangible Economy with Kai Wu, we explore how AI, intangible assets, an...
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Published Apr 2, 2026, 01:01:44 long, audio available.
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In this inaugural episode of our new show, The Intangible Economy with Kai Wu, we explore how AI, intangible assets, and unprecedented capital investment are reshaping the future of markets. Michael Mauboussin joins Kai to break down why today’s AI expectations may be historically unmatched—and what that means for investors trying to assess risk, returns, and who ultimately captures value.
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Michael Mauboussin AI, Base Rates, and Investing in the New Economy is an episode from Excess Returns by Excess Returns.
This episode is 01:01:44 long.
This episode was published on Apr 2, 2026.
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Michael Mauboussin AI, Base Rates, and Investing in the New Economy is from Excess Returns by Excess Returns.
Published Apr 2, 2026 and 01:01:44 long