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

So the stuff that we make or drop on our toes, we systematically went through every commodity.

You do need a lot of stuff.

Like, for example, take steel is something we're all used to.

It's been around since the dawn of mankind.

But at the moment, you and I have 11 tonnes of steel in our lives, all around us, in our buildings, in our roads, in our cars, etc.,

But someone listening in India would have one ton of steel.

So there's just for the world to get to that level, we need a lot more steel.

And in our abundant world, you and I will probably have a little bit more steel.

There'll be autonomous cars driving around and there'll be a little bit more steel.

But to do that, we just need to make twice as much steel as we made in the last hundred years.

So we need to add to our steel stocks twice again.

It sounds like a lot, but there's actually, we went and systematically checked the resources.

But one really important thing is to get this book right and to get the thinking right,

is if you have a fixed mindset or if you have a zero-sum mindset around the world, you'll be wrong as an investor, you'll be wrong as a person every time.

Let me bring that to life for you with copper.

It's something we all talk about now.

We know it's so critical to electrification.

We're going to need a lot more copper, probably eight times more copper.

The reality is since 1950, we took out 800 million tons of copper.

So we used a lot of copper.

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