In this episode, we sit down with Lars Tvede, a Danish investor, entrepreneur, and bestselling author of Business Cycles and Hyperintelligence, Lars Tvede on why AI is not a bubble, and why the global economy may surprise us.
Over the past thirty years, Lars has lived through six full economic cycles. He famously shorted the market ahead of the 2008 financial crisis and now views today’s AI boom not as a speculative bubble, but as part of a much broader “super innovation cycle” driven by technology and long-term deflationary forces.
Lars has long tracked innovation in both China and the United States, and currently allocates roughly 25% of his investment portfolio to China. He now views today’s AI boom not as a speculative bubble, but as part of a much broader “super innovation cycle” driven by technology and long-term deflationary forces.
Whether you’re interested in investing, technology, or long-term global shifts, this conversation offers a distinct framework for understanding where the world may be headed—and how to think clearly amid uncertainty.
Hosts and Guests
Lars Tvede, entrepreneur, investor, and author of Business Cycles and Hyperintelligence
Aaron Zhou, investor, co-host, co-editor of Baiguan.news
Diane Ding, co-host and co-founder of ShengFM
Disclaimer: The information in this episode is provided for informational purposes only and does not constitute legal or financial advice. All commentary reflects the personal views of the guests, based on publicly available information and first-hand operational experience.
