Chris Bradley

speaker

314 appearances 1 recordings 1 series first heard Mar 2026 last heard 29 Mar

Chris Bradley’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Mar 2026 with 1.

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Motley Fool Hidden Gems Investing · A Century of Plenty: The $700 Billion AI Supercycle · 29 Mar 2026 podcast

It's two or three Apollo programs every year.

This enormous amount of investment happening.

And in a way, just those companies would explain why America is investing more than Europe because the corporate investment gap in Europe versus America that explains why Europe's growing more slowly is about $400 billion a year.

So these are kind of continent-moving companies

And we're seeing it first going in the AI infrastructure.

But as automation technologies kind of invade the rest of the economy, we'll see that ricocheting through.

And, you know, our view is that, you know, we should be hopefully heading into a cycle of, I won't say higher investment, I say going back to the way the world is where we build stuff.

In a way, the last kind of maybe 15 years or so has been an aberration in the sense that we kind of, while China kept investing like crazy, like China invests more in dollars than the US does, quite a lot more, about 25% more, just in dollars.

Don't worry about PPP, anything, US dollars.

So China didn't stop investing and we can see that, but we've got to go back to the normal mode, at least in our OECD economies, of being builders.

And that's going to require a restoration of our belief in growth and productivity.

It's a great question, Rachel, because energy, if you take one of the conclusions you'll take from our book is that energy really does make the world go around.

And, you know, if we ask, well, for the other 99.9% of humanity,

people just as smart go to Florence and look at a painting, look at the statue of David that Michelangelo made and you go, these were pretty smart people.

Like they did stuff I can't do, but why do we now perform the superhuman and they didn't?

And the answer is we've got capital and energy.

So we've got to understand that the world needs more energy.

So let me answer it as super macro and then bring it down.

Remember the stat that we discussed at the start was this world of abundance is 8.5 times bigger as an economy for the world.

So straight away, scratch your head and go, oh, Chris just said that energy makes the world go around.

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