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Rachel Warren

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
1276 total appearances

Appearances Over Time

Podcast Appearances

Motley Fool Money
A Century of Plenty: The $700 Billion AI Supercycle

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

Motley Fool Money
A Century of Plenty: The $700 Billion AI Supercycle

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?

Motley Fool Money
A Century of Plenty: The $700 Billion AI Supercycle

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

Motley Fool Money
A Century of Plenty: The $700 Billion AI Supercycle

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.

Motley Fool Money
A Century of Plenty: The $700 Billion AI Supercycle

You know, is it the generation of power?

Motley Fool Money
A Century of Plenty: The $700 Billion AI Supercycle

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

Motley Fool Money
A Century of Plenty: The $700 Billion AI Supercycle

What does that look like?

Motley Fool Money
A Century of Plenty: The $700 Billion AI Supercycle

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?

Motley Fool Money
A Century of Plenty: The $700 Billion AI Supercycle

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

Motley Fool Money
A Century of Plenty: The $700 Billion AI Supercycle

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

Motley Fool Money
A Century of Plenty: The $700 Billion AI Supercycle

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

Motley Fool Money
A Century of Plenty: The $700 Billion AI Supercycle

It's a fantastic read.

Motley Fool Money
A Century of Plenty: The $700 Billion AI Supercycle

I really enjoyed it.

Motley Fool Money
A Century of Plenty: The $700 Billion AI Supercycle

Chris, thank you so much for joining me today.

Motley Fool Money
Sora Is No Mora

And we want to invite you to join us as we take an in-depth look at this pivotal era in American history.

Motley Fool Money
The Newest Big Idea from Elon Musk: Terafab

Yeah, I think Matt laid that out really well.

Motley Fool Money
The Newest Big Idea from Elon Musk: Terafab

I do think the global markets are really looking for sort of any sign of relief.

Motley Fool Money
The Newest Big Idea from Elon Musk: Terafab

And President Trump's true social announcement of a five-day pause, it was very specific to military strikes against Iranian power plants.

Motley Fool Money
The Newest Big Idea from Elon Musk: Terafab

That is nothing to say as to strikes across the country towards other military targets.