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
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