Kyle Wisniewski
Empirical and qualitative research on artificial intelligence in the global economy, with the required innovation of human skill development.
Artificial Intelligence on Wall Street and the Demand for Human Skills
Built on August 2026 conversations with practitioners at Goldman Sachs, UBS, Bank of America, Norges Bank Investment Management, and seven other firms, during the University of Denver’s An Organized Walk Down Wall Street.
Read the paperSelected investigations
All researchNuclear capacity contracted by hyperscalers, 2024 to 2026
Megawatts · term length in the note · prices undisclosed in every case
The Substation
The buildout isn't short of money or chips. It's short of megawatts with a delivery date, and the contracts, the queues, and the turbine order books say so in writing.
Company disclosures, grid-operator reports, and equipment order books.
Read the analysisIn-sample efficient frontier, 2015–2021 estimates
% annualised · in-sample moments · notebook 02
Portfolio optimization under estimation error
The fitted max-Sharpe portfolio weakened materially on later data.
15 ETFs · Fit: 2015–2021 · Evaluation: 2022–2026. One fixed-weight evaluation; no transaction costs.
Inspect the investigation
From the library
Open the library- AI, Power, and Strategic InfrastructureAnalysis of AI electricity demand, U.S. grid constraints, U.S.–China competition, and the investment risks across power infrastructure.
- Why Flexible Exchange Rates Aren't a Cure-All for Developing EconomiesCurrency flexibility can absorb shocks, but its effects depend on pass-through, institutional credibility, liquidity support, and the structure of the economy.Comparative institutional synthesis using IMF and Federal Reserve sources; the lab is used only for its evidence taxonomy, not as currency-policy evidence.
- The 2022 World Cup and the Ethics of SpectacleQatar 2022 as a study in preventable crisis — spectacle, money, national image, and what happens when reputation management is mistaken for accountability.Academic crisis-communication case analysis.
Background
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Professional work
Manager, Data and AnalyticsUniversity of Denver — Daniels College of Business
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Research questions, correspondence, and professional inquiries.