Braden Dennis
speaker
8,273 appearances
24 recordings
1 series
first heard Apr 2026
last heard 5d ago
Braden Dennis’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 24 in all, peaking in May 2026 with 7.
Appearances
And then what what happens next?
podcast-host
Well, all of that economic growth that all of these models and the bond market and everything has been and and the in the stock market.
podcast-host
you know, for for the for the AI trade has been pri priced in.
podcast-host
Like it could just be an organic slowing of that trade.
podcast-host
Like the all of these things are are pr pricing on forward earnings as if they're they're gonna successfully meet their the megawatt you know capacity that they intend to build.
podcast-host
But if their if their capital costs just went up like look on this chart it shows from July their capital costs have basically what doubled?
podcast-host
Tripled?
podcast-host
Is it the spreads on the
podcast-host
Yeah.
podcast-host
Basically doubled, right?
podcast-host
On the so like how with the relationship that we know happens, and Canadians this should be very easy to understand because of what happened with you know our market our market is is housing.
podcast-host
How did the housing market, the the primary consumers of credit in the Canadian economy, respond instantly when when their capital costs went up uh in a compare in a comparable fashion?
podcast-host
Well, that you know, we saw what uh the volume of activity.
podcast-host
in that market drop by sixty percent.
podcast-host
If something similar happens in the AI trade, like that nobody's really pricing in that that that that could be the case.
podcast-host
And and it seems to be like the writing is on the wall with that one.
podcast-host
to say it, right?
podcast-host
What's that?
podcast-host
Somebody's gonna have to say it at some point.
podcast-host
Yeah, I can't find the most recent circular financing graphic 'cause the the there's one with uh like 'cause SpaceX AI is in it now too, right? 'Cause it was it was uh revealed that NVIDIA has uh stake there.
podcast-host
Showing 1421–1440 of 8,273 · page 72 of 414
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