Ben Bajarin's reading list for understanding tech cycles and markets
BenBajarin · x · 2026-11-02
Tech analyst Ben Bajarin shares a reading list for deeply studying technology cycles and their market connections.
He recommends:
- Carlota Perez's theory of technological revolutions — the classic framework for how tech revolutions interact with financial capital;
- Pástor and Veronesi's research on technology and stock prices;
- General-purpose technology economics for understanding how technologies like AI diffuse through the economy.
For readers trying to judge where the current AI cycle stands and how it maps to capital markets, this list offers a systematic framework.
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