
James van Geelen on Thematic Investing Right Now
Odd Lots
00:00
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.
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.