Braden Is Back to Talk AI, Jobs, Power Bottlenecks & Canada’s Future

About this episode

The episode discusses the AI boom, its impact on jobs, economic challenges in Canada, and potential future trends.

In this episode, Simon, Braden, and Daniel break down the AI boom from multiple angles: whether today’s market resembles the dot-com bubble, why demand for compute, electricity, and data keeps accelerating, and where the biggest bottlenecks are starting to appear. They also discuss how AI could reshape the job market, why companies may eventually need to “right-size” their AI usage, and whether cheaper models could become a major theme in the years ahead. The conversation then shifts to Canada’s economic challenges, including weak GDP growth, poor consumer sentiment, declining incentives for entrepreneurs, and why Canada risks losing more talent and high-growth companies to the U.S. Tickers of stocks discussed: NVDA, TSM, MU, MSFT, META, GOOGL, AMZN, ORCL, PWR, RBNK, SHOP   Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast…

People in this episode

Hosts: Braden Dennis, Simon Belanger

Guest: Daniel

Topics covered

• AI boom
• job market
• economic challenges
• Canada's future
• power bottlenecks
• market comparison

Keywords

• AI
• jobs
• Canada
• economic challenges
• market trends
• power bottlenecks
• investing

Mentioned in this episode

Organizations: Canadian Investor Podcast Network, BMO Global Asset Management, Fiscal.ai, EQ Bank

Products: AI, ETFs, NVDA, TSM, MU, MSFT, META, GOOGL, AMZN, ORCL

Places: Canada, U.S.

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