Inflation, Valuations and the Benefits of Dividend Growth with Simeon Hyman
Excess Returns
Exploring the Pandemic Impact, AI Productivity, and Incumbent Benefits
This chapter examines the challenges in predicting outcomes due to the pandemic, along with contrasting views on the influence of AI on productivity, employment, inflation, and economic growth. It also explores how disruptions like AI tend to favor established companies over new players, with factors like high entry costs contributing to this trend.
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