3min chapter

Invest Like the Best with Patrick O'Shaughnessy cover image

Modest Proposal - AI Commoditization and Capital Dynamics - [Invest Like the Best, EP.380]

Invest Like the Best with Patrick O'Shaughnessy

CHAPTER

Lessons from Past Commodity Markets and Modern Economic Dynamics

This chapter explores the impact of China's demand surge on global commodity pricing during the mid-2000s. It connects historical market behaviors to current trends in AI and examines how rising demand and supply inelasticity shape modern investment strategies and economic forecasts.

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