MacroMashup
Friday Macro Debrief: When the Price Mechanism Breaks in AI & Energy
Friday Macro Debrief: When the Price Mechanism Breaks in AI & Energy
Why capital misprices time-based energy constraints in the age of exponential compute.
MacroMashup
Neil Winward is the founder of Macromashup®, which focuses on green investing. In every episode, we cover topics like energy investing and macroeconomics, geopolitics, stocks, bonds, central banks, and commodities. Macromashup's mission is to help banks, family offices, investors, and developers feel empowered to make smart decisions about the what, where, when, and how to invest based on current events. We host solo episodes where Neil shares insights as well as interviews with smart, trusted, vetted subject matter experts on these topics so you can feel better prepared with your money in ever-fluctating markets. Please subscribe to our newsletter so you stay informed directly in your inbox: https://www.macromashup.com
Neil Winward is the founder of Macromashup®, which focuses on green investing. In every episode, we cover topics like energy investing and macroeconomics, geopolitics, stocks, bonds, central banks, and commodities. Macromashup's mission is to help banks, family offices, investors, and developers feel empowered to make smart decisions about the what, where, when, and how to invest based on current events. We host solo episodes where Neil shares insights as well as interviews with smart, trusted, vetted subject matter experts on these topics so you can feel better prepared with your money in ever-fluctating markets. Please subscribe to our newsletter so you stay informed directly in your inbox: https://www.macromashup.comAppears in episode
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