Investing in the Post-Labor Economy

Welcome to the post-labor economy. An economy where production is cheap and easy — with AI, robotics, and automation driving productivity gains unimaginable just a year, or indeed a month, ago.

But if you're here reading this, you also recognize the inherent problem: what we call the consumer dilemma. If machines produce everything, what happens to the demand side of the equation?

This isn't a distant hypothetical. The AI and robotics revolution is here now, and it's accelerating faster than most people realize. Every week brings new breakthroughs in autonomous systems, agentic AI, and physical robotics. The question is no longer if this transition will happen, but how quickly. And as it unfolds, what happens to the economy when unemployment is both high and persistent? Companies may improve their productivity and profit margins, but they may also see revenues decline as their customer base is largely out of work.

This transition won't be evenly distributed. Some sectors, companies, and asset classes will thrive. Others will be disrupted beyond recognition. But as with every great economic transformation, change of this magnitude represents both enormous risk and extraordinary opportunity. The investors who understand this shift early will be the ones best positioned to navigate it.

How does one invest in such an environment? That's the question Post Labor Investing seeks to answer.

In the coming weeks, we'll be exploring which sectors are most exposed to labor displacement, how to identify companies that benefit from automation versus those disrupted by it, and what the consumer dilemma means for long-term portfolio strategy.

To start, this site will offer a framework, tools, and analysis to help you think clearly about the investing challenge presented by the transition to a post-labor economy.

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