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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

NOTE

Seizing Opportunities in Distorted Capital Cycles

The COVID pandemic caused significant distortions in capital expenditures with companies overspending due to changing demand patterns. Post-pandemic, overcapacity became a challenge in markets like beverage cans, impacting historically stable industries. The macroeconomy saw price and wage spikes due to drastic demand shifts. Identifying inflections in capital cycles post-disruption can lead to unique investment opportunities. Sectors like technology and GLP1 offer tradable trends. Anticipating post-shortage gluts can reveal hidden opportunities where demand spikes face barriers to new supply, creating lucrative investment prospects.

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