Kai Wu
Kai Wu, founder and CIO of Sparkline Capital.
Kai Wu has been a guest on 2 podcasts across 10 episodes, most recently Excess Returns in June 2026. Each show is judged on its own.
Appearances
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The Meb Faber ShowKai Wu, Sparkline Capital – Investing in Innovation, Intangible Value, & Web3 | #411 · May 2022
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Excess ReturnsHe Quantified 200 Years of Disruption | Kai Wu on Separating Software Survivors from Value Traps · Jun 2026
46% of the S&P 500 is One AI Bet | Kai Wu on Why It’s Likely the Wrong One · Feb 2026
The $5 Trillion Question | Kai Wu on the Risks of the Mag Seven's Big AI CapEx Bet · Oct 2025
What Really Drove Buffett’s Success | Kai Wu on Berkshire's Intangible Edge · Aug 2025
What Investors Get Wrong About Trade Wars | Kai Wu · May 2025
The One Factor That Explains the Struggles of Value, International and Small-Cap Stocks | Kai Wu · Jan 2025
Building a Six Factor Model Using Intangible Value with Kai Wu · Jun 2023
Constructing an Intangible Asset Based Value Strategy with Kai Wu · Aug 2022
and 1 earlier episode
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