The year 2154 AD
Earth’s once great cities have turned to slums policed by humanoid robots. Pills are used to keep people from rising up. Unemployment is 70%. Some find employment building robots for Armadyne, but many turn to crime.
Meanwhile, the wealthy elites have escaped earth and live in a fortified satellite above earth. Elysium
Life on Elysium is idyllic. The weather is controlled while shelter and advanced healthcare are abundant. Robots attend to the elites and their every need.
The people left on Earth are desperate to get to Elysium. They imagine if they could just get to Elysium their lives would be better.
People pay smugglers large sums of money to fly them on spaceships to Elysium, but the ships are shot down on approach.
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Elysium was filmed in 2013, but 11 years later it’s uncannily on track.
In fact even Nobel Prize winning economists are starting to say this could the future.
But what are the investment implications of the Elysium Analog?
What are the macro trends? What are the trades?
The Stiglitz Paper
Early signs of Elysium
Is South Africa the future?
Elysium Cities
Elysium Trades
Reference Material
The Stiglitz Paper
In 2021 Nobel Prize winning economist Joseph Stiglitz and Anton Korinek wrote Artificial Intelligence, Globalisation and Strategies for Economic Development for the NBER.
In their paper Stiglitz and Korinek drop a bomb on economic development theory.
Actually 4.