AI

Beyond the Headlines: Navigating the Economic Landscape with a Long-Term Lens

Reflecting on any prior time period, in this case Q2 2024, it’s important to do so in the context of the totality of the picture we’re trying to [...]

Q1 2024 Macroeconomic Review: Tenacious Inflation’s Lingering Impacts

The first quarter of 2024 revealed a more-persistent-than-hoped picture of inflation. While showing significant deceleration compared to 2023 peaks, [...]

The Semiconductor Imperative: Redefining Sustainable Investing

By Garvin Jabusch. Image Source: Environmental Protection "The Role of Technology in Environmental Sustainability" Traditional notions about what [...]

2023, 2024, and the Road Ahead

In 2023, the dichotomy of our future became starker: a potential utopia or a daunting dystopia. Our path hinges on collective decisions, particularly in [...]

Unlocking the Future: Key Takeaways from the 2023 Next Economy Index Rebalance

This summer we executed our annual rebalance of the Next Economy Index portfolio—which serves as both empirical compendium and basis for an investment [...]

AI, Large Language Models, and the Future of Economic Growth: Unpacking the Shift in Means of Production

By Garvin Jabusch. In the ever-changing digital landscape, it's apparent that AI and Large Language Models (LLMs) have become more than just tools or [...]

AI in Health Care: Innumerable Applications, Abundant Opportunity

By Garvin Jabusch, CIOThis article was originally written as a contribution to a white paper that Pathstone is developing From it’s uses in medical [...]

The Long View: Past Informs Future

The world, and economy, were complex and volatile throughout 2022. In Green Alpha’s signature investing style⁠—combining macro trajectory analysis, [...]

AI and the Next Economy

On an otherwise ordinary day in May 1997, chess grandmaster Garry Kasparov sat across from his opponent locked in the sixth and final game of their match. [...]