Chris Clothier

Heard in 2 episodes across 1 show since Sep 2026

Chris Clothier is co-chief investment officer and co-manager at CG Asset Management, where he helps manage investment portfolios and trusts.

Episodes

across 1 show

First heard

Sep 2026

Guest appearances

Episodes per month

Public PodLume episodes featuring it, over the last year.

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28 statements

on Hyperscaler AI infrastructureNeutralNov 2, 2026· Merryn Talks Money
Hyperscalers need $2.75 trillion annual revenue by 2030
“you need revenues of $2.75 trillion a year in 2030”
Listen at 7:35
Open the episode · Where Do You Hide From an AI Bubble?
on AI labsNeutralNov 2, 2026· Merryn Talks Money
AI labs would need $5.5 trillion revenue at a 50% gross margin
“at a 50% gross margin, well, that points to $5.5 trillion of revenue”
Listen at 8:28
Open the episode · Where Do You Hide From an AI Bubble?
on AI infrastructure spendingNegativeNov 2, 2026· Merryn Talks Money
SLMs, Chinese models, or open-weight models could disrupt AI infrastructure spending
“what if all of this spend gets swiped off at the knees? by the SLMs or indeed the Chinese models or the lower cost open weight models”
Listen at 10:51
Open the episode · Where Do You Hide From an AI Bubble?

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

2 episodes featuring Chris Clothier, newest first