#1455

Mentioned in 30 episodes

Technological Revolutions and Financial Capital

Book • 2003

Carlota Perez's "Technological Revolutions and Financial Capital" examines the interplay between technological innovation and economic development.

The book argues that technological revolutions unfold in distinct phases, each characterized by specific economic and social dynamics.

Perez identifies key technological revolutions throughout history, analyzing their impact on investment, employment, and global power structures.

Her work emphasizes the role of financial capital in driving technological change and shaping economic cycles.

The book offers a comprehensive framework for understanding long-term economic trends and the challenges of managing technological transitions.

Mentioned by

Doug O'Loughlin

Mentioned in 30 episodes

Mentioned by

Bill Gurley

, referencing Perez's simplification on understanding bubbles related to technology waves and wealth creation.

#840: Bill Gurley — Investing in The AI Era, 10 Days in China, and Important Life Lessons from Bob Dylan, Jerry Seinfeld, MrBeast, and More

Mentioned by

Ben Felix

as a book documenting historical cycles in which technological revolutions drive bubbles, capital flows, and later corrections.

Money Expert: Buying A House Is A Mistake! Becoming Rich is Simple But You Won’t Do It!

Mentioned by

Howard Marks

as the definitive book on bubbles, noting Perez's view that bubbles are necessary for technological revolutions.

Is It a Bubble?

Mentioned by

Derek Thompson

when summarizing Carlotta Perez's theory that technological booms often involve overbuilding, crashes, and later golden ages.

"Yes, AI Is a Bubble. There Is No Question."

Mentioned as the definitive book on bubbles by

Ben Thompson

.

The Benefits of Bubbles

Mentioned by

Jerry Neumann

as the book where Carlota Perez explains the dynamics behind the Kondratiev waves.

Jerry Neumann on the Problem With Investing in AI Right Now

Mentioned by

Ian Rogers

regarding technological revolutions and the pattern of opportunism, overinvestment, and bubbles.

Mentioned by

John Coogan

while discussing the concept of 'good bubbles' versus 'bad bubbles' in relation to technological advancements.

Delian Asparouhov, Michael Mignano, Chrisman Frank, Kennan Davison, Markets are Down, We Love Bubbles

Mentioned by

Bryan Cantrill

as a thought-provoking book that he belatedly discovered and found insightful.

Technological Revolutions with Jerry Neumann

Mentioned by

Doug O'Loughlin

to provide context for understanding technological change.

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