1min snip

Odd Lots cover image

James van Geelen on Thematic Investing Right Now

Odd Lots

NOTE

Innovation and CapEx in Technology Progression

Revolutionary technologies often come with excess capital expenditure as they drive progress forward and propel the human race despite being deemed wasteful in hindsight. Historical examples like the railway mania show how rapid infrastructure expansion through excessive CapEx can be necessary for technological advancement.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode