Rachel Warren

You know, they're both, both Alphabet and Microsoft are trading in the low 20s times the

trailing earnings you're looking at incredible growth rates for both these businesses you know in microsoft's case they've really positioned themselves the essential operating system for ai of course alphabet with their growing tpu business and their integration of ai across the flagship advertising machine so i think these are really high quality businesses um that are undervalued relative to their their growth ability right now and there's there's many of those

Hello, everyone, and welcome back to Motley Fool Conversations.

I'm Motley Fool analyst Rachel Warren, and today I'm excited to welcome Chris Bradley to the show.

Chris is a senior partner at McKinsey & Company.

He serves as a director of the McKinsey Global Institute, where he leads research on the economic and business issues most critical to the world's companies and policy leaders.

Chris brings insights from a wide repertoire of industries and over 25 years of McKinsey experience.

His recent client work spans software, media, banking, retail, consumer packaged goods, and telecommunications.

With the McKinsey Global Institute, Chris leads research on productivity and growth, industries of the future, demographics, and the energy transition.

Chris is also a co-author of the just-released book, A Century of Plenty, A Story of Progress for Generations to Come.

This book is a major research effort from the McKinsey Global Institute.

It explores the advances of the past century, what drove them.

It investigates the possibility of a world of plenty by the year 2100, in which every person lives at or above the levels of prosperity only enjoyed by the top few percent today.

So many things to talk about with you, Chris.

Welcome to the show.

The book presents a very ambitious goal, this idea that every person on earth could be living at Switzerland's current standards by 2100.

So maybe first walk me through some of the core themes of the book.

And then if you can explain, you know, was there a stress test or catalyst that convinced you that this goal is physically possible?

So this idea that the global economy would just have to grow eight and a half times its current size.

So from a resource standpoint, where do you see the most significant physical constraints today?