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

But the French actually did an incredible, they had an incredible industrial renaissance in the 70s building nuclear.

But if we can all build at that rate, it's totally, totally achievable.

It sounds like a lot, but the world's big and 75 years is a long time.

So rest assured, energy abundant future is totally possible.

It's totally possible to do that with clean and through electrons.

It's going to take building a lot of stuff.

So that's the big mega picture.

And then we translate that into what are the investment themes today?

And what people scratch their head and one of the big mysteries is we've got this big solar boom, but why isn't there a Google of solar?

And the answer is because solar is a funny technology in the sense that if I spend more money investing in solar R&D, I just get more solar plants.

I don't get a fundamental lift in the capability.

So you end up having, it becomes a very traditional kind of manufacturing business, which doesn't create those kind of alphabet or Amazon type valuations.

But the electrification of the economy...

is going to be a massive deal.

So let's come back to today.

AI, we're all talking about.

It's incredibly important.

And it also means it's very important because it's a geostrategic issue.

Whoever owns the AI kind of is the most powerful country in the world.

And if there's an arm wrestle, it's a three-armed arm wrestle.

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