Rachel Warren

And in which ways are these surmountable in order to achieve that goal by 2100?

So, you know, if someone's listening to this right now, you know, they're an investor with a decades long horizon.

What does a world of plenty look like?

You know, what are some of the friction points and tailwinds to get us there that we as investors, obviously, as well as humans and consumers should be looking for?

I want to talk a little bit more about the productivity aspect, but the physical infrastructure that's required to reach a Switzerland standard globally.

I mean, there's an astronomical amount of physical building that would have to take place.

So I think that kind of begs the question, would we be entering a multi-decade capex super cycle where, say, the industrial and material sectors are, for a long time at least, outperforming light software?

I wanted to spend some time talking about domains of feasibility and kind of the market implications here.

And I want to talk about the energy domain, which I know you touched upon a little bit earlier, and maybe where some of the primary investment opportunities are.

You know, is it the generation of power?

Is it some of the massive redesign of the grid and storage systems that would be needed for a world of plenty?

What does that look like?

One final question, as we're, you know, as investors, as consumers looking ahead towards this idea of a century of plenty, what do you personally find to be the most compelling?

It could be secular tailwinds, industries, sectors, looking over the next five to 10 years, which do you personally find most compelling?

I think that you've given us a lot to think about.

Investors, those who are listening or watching, check out the book, A Century of Plenty, A Story of Progress for Generations to Come.

It's a fantastic read.

I really enjoyed it.

Chris, thank you so much for joining me today.

I'm Tracy.