Scarcity Thinker
Agisilaos PapadogiannisInvesting in AI bottlenecks: assets, markets, portfolios. Essays Tue + Fri.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 55 | Subscribers | Read | scarcitythinker.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The $110 Mirage and the All-Weather Scarcity Portfolio
A few days ago, a weak US jobs report hit the wires, hinting at economic deceleration. Today, the screens are flashing a violent shade of red. Oil has surged past $110 a barrel amidst escalating fears of a Strait of Hormuz blockade.
The Vibe Coding Illusion and the SaaS-Pocalypse
There is a specific genre of video currently dominating the tech landscape. In these clips, a user types a few lines of plain English into an AI prompt, presses enter, and watches a fully functional web application spring to life in seconds...
Government Bonds Are Back
I woke up Saturday morning to my phone buzzing with news alerts. A war had broken out overnight in the Middle East, the kind that changes things. Equity and bond markets were closed. The only thing trading was crypto, and watching Bitcoin t...
Deflation Is Bullish for Scarcity
I had a conversation last week that stuck with me.
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Authors
The writers behind this newsletter.
Investing in AI bottlenecks. Metals, equities, crypto. Engineer turned finance researcher (PhD + MBA). No monocultures, no hype.
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