Excess Returns  cover image

Inflation, Valuations and the Benefits of Dividend Growth with Simeon Hyman

Excess Returns

00:00

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.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app