RiskHedge Report
RiskHedge Research, Richard Hastings, Dan Steinhart, Leon WilfanHelping investors understand and profit from technological disruption.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 46 | Founded | 7 months ago | Last Issue | 4 days ago |
| Active | |||||
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riskhedgeresearch.substack.comLatest Issues
AI Isn’t Railways
The AI boom is often likened to old boom and bust stories: the railway, canal, and dot-com bubbles. They all followed the same sequence: investors poured a fortune into a build-out that exceeded current demand, and the bubble burst when the...
Socialism in Reverse
Elon Musk’s tweet from a few days ago might usher in a new bullish phase in American capitalism:
“Next year, I will give one of my SpaceX shares to every kid in America. This will be the first of many.”
This plan is easy to dismiss as a (...
AI’s Other Power Problem
It’s a scenario much more realistic than AI wiping out humanity or causing mass unemployment...
And it’s mostly flying under the radar...
I’m talking about the AI risk that could leave millions in the dark.
Most people don’t grasp how se...
Amazon vs. the agents
One of investing’s biggest mistakes is assuming an incumbent will hold its dominant position forever. It’s an easy mistake—imagining a world that works fundamentally differently from today’s is hard.
Amazon is a case in point. It wiped see...
The boring coin
Crypto just won a round against the banking industry.
On September 15, the Senate voted on whether to take up a crypto market-structure bill called the CLARITY Act. Banks had lobbied on that bill to close a loophole they saw as a threat to...
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| Subscribers | Engagement | 74 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
We publish ideas to help you profit from technological disruption
RiskHedge Report
Founder Rational Optimist Society and RiskHedge Research. Reformed cynic.
Contributor at Grow or Die
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