Azeem Azhar Thoughts on Technologies Exponential Expansion

Azeem Azhar Thoughts on Technologies Exponential Expansion

EISI Portfolio Strategy Webinar Series

05/03/2018 12:47PM

Episode Synopsis "Azeem Azhar Thoughts on Technologies Exponential Expansion"

Azeem highlights how S&P balance sheets will continue to shift to intangibles from hard assets. Intangibles are highly scalable, but have significant upfront/sunk costs, generating non-linear outcomes and making them harder to value from a traditional point of view.

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