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Kris Kumar, Founder and CIO, Goose Hollow Capital

Alpha Exchange

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Shifts in Economic Dynamics

This chapter analyzes the evolving U.S. economy, with a focus on the transition from consumer consumption to a rise in investment, particularly in AI. It discusses the implications of record capital expenditures and the impact of historical economic cycles on current market behaviors, emphasizing the need for updated economic frameworks. Additionally, it explores the challenges of realizing productivity gains from investments in technology, particularly in the context of AI and its limitations.

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