The Pattern Behind Every Tech Investing Boom

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: https://rationalreminder.ca/podcast/124

Referenced in this video:
Stocks for the Long Run: https://www.amazon.ca/Stocks-Long-Run-Definitive-Investment/dp/0071800514
Technological Revolutions and Financial Capital: https://www.amazon.ca/Technological-Revolutions-Financial-Capital-Dynamics/dp/1843763311
The double bubble at the turn of the Century: Technological roots and structural implications: http://www.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: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=875727
Was There a NASDAQ Bubble in the Late 1990s?: https://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?
------------------
Follow Ben Felix on
- Twitter: https://twitter.com/benjaminwfelix
- LinkedIn: https://www.linkedin.com/in/benjaminwfelix/

Visit Rational Reminder: www.https://rationalreminder.ca/

Follow the Rational Reminder on:
- Twitter: https://www.twitter.com/RationalRemind

Visit PWL Capital: https://www.pwlcapital.com/teams/passmore-felix/

Follow PWL Capital on:
- Twitter: https://twitter.com/PWLCapital
- Facebook: https://www.facebook.com/PWLCapital
- LinkedIn: https://www.linkedin.com/company/pwl-capital/

You can find the Rational Reminder podcast on
Google Podcasts:
https://www.google.com/podcasts?feed=aHR0cHM6Ly9yYXRpb25hbHJlbWluZGVyLmxpYnN5bi5jb20vcnNz
Apple Podcasts:
https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582?mt=2
Spotify Podcasts:
https://open.spotify.com/show/6RHWTH9iW7hdnA7eAg7ukO?si=hjZNfLKuSjSeWX38GPqhVA
------------------