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The Intangible Economy with Kai Wu

by Excess Returns

The Intangible Economy with Kai Wu

The Intangible Economy with Kai Wu explores the hidden forces reshaping the modern economy and their implications for investors. AI and the broader technology revolution are changing how we live, work, and create value. In each episode, Kai sits down with investors, researchers, and other experts to discuss how…

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Who’s been on

Latest episodes

  1. Rob Arnott on the Hidden Costs of Index Funds and the Real Winners From AIOct 20, 2026 · 1h 9m
  2. Alex Edmans on Market Psychology, Intangible Assets and Edges That PersistSep 15, 2026 · 1h 7m
  3. Dan Rasmussen on Private Markets, Intangible Moats, and Where Value Still WorksAug 27, 2026 · 57m