Markets change by shifting from one drama to the next. Each drama has four acts: breach, crisis, redress, and reintegration. But that's not all there is to it.

What makes the market fall into these perpetual dramas? What is the script behind this process?

Markets are all about conflict and compromise. For example, the music market is about the age-old conflict between sharing music versus owning it. We are trying to find the perfect compromise: a new product, a new price, a new protest, etc.

The bad news is that we'll never reach the golden mean. But, precisely because of this, there will always be a new player who steps on the stage to break with business as usual and propose his view of things...