The Next AI Investment Story: Power

This podcast episode provides an in-depth analysis of the significant energy demands posed by AI technologies like ChatGPT, juxtaposing their needs with those of legacy energy providers and the implications for economic growth and brand management. The discussion extends from the potential economic benefits of increased power consumption to the challenges faced by Under Armour as it attempts to reclaim market share, while also addressing the broader financial landscape, including the risks associated with unbacked currencies and the enduring value of gold, specifically highlighting investment opportunities within gold royalty companies.