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…
More episodes of The Canadian Investor
- 5 Canadian Stocks to Buy and Forget + Are CPP’s Returns Actually Bad?
- SpaceX’s $1.75T IPO & Canadian Banks Keep Rallying
- Are Software Stocks Broken? Plus 3 Stocks on Our Radar
- Bond Yields, Inflation Pressures and the Consumer Squeeze
- Constellation Software, a Hidden Canadian AI Stock, and a Nuclear Energy Play
- Two Surprising Canadian Stocks and What Canada’s New Fund Could Buy
Explore listener stats, chart rankings, contacts and more on the The Canadian Investor podcast page.