Rachel Warren
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Podcast Appearances
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.
And we want to invite you to join us as we take an in-depth look at this pivotal era in American history.
Yeah, I think Matt laid that out really well.
I do think the global markets are really looking for sort of any sign of relief.
And President Trump's true social announcement of a five-day pause, it was very specific to military strikes against Iranian power plants.
That is nothing to say as to strikes across the country towards other military targets.