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.

Trend

recordings per month · last 12 months

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

Appearances

newest first · ▶ plays the moment

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

And it's not going to be about cheap, easy money from a big shock macroeconomically.

It's going to be going back to the God's honest work of driving productivity growth.

So we had to locate the book in this.

And now if you're an investor, it's all very well to say it's going to be great in 100 years.

But one analogy I use for this, if you were 100 years ago, it actually wasn't 100% clear whether Argentina was a better bet than the U.S.,

right?

And so we look back and go, well, look, the S&P 500 did so well, but you had to know that the US was going to win.

So it's easy to say in the long term it's going to be, but we've got to navigate this period through.

Our view is, by the way, in the end, the optimist will win, but there's a lot of noise on the way through.

Is that sort of where those trends could take us?

It's a really interesting point, isn't it?

And we're starting to see people talk about the physical economy again.

In fact, in the McKinsey Global Institute, we love looking at kind of industries and the intersection of macroeconomics.

And what we found is that we have this thing called industry arenas or arenas of competition.

Because at any point in time, what we found in this, at least in this modern world, about 10% of the revenues of the world drive all of the value creation.

So in the past that was like software and things like that.

Going forward, we've identified what we think the 18 spaces are that will drive that value creation.

And to your point about huge investment, the driver for us is the industries that have races for high investment in capability.

And so these 18 arenas include a little bit of the continuation digitization.

Of course, the really hot stuff at the moment is the AI platform, which is AI software and semiconductors and all of that infrastructure.

Showing 161–180 of 314 · page 9 of 16