What podcasts say about Chris Clothier

Every statement, with the speaker, the exact quote and the moment it was said.

What Chris Clothier has said on podcasts

28 statements · 9 positive · 17 negative · 2 neutral

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?
on HyperscalersPositiveNov 2, 2026· Merryn Talks Money
AI infrastructure spending is unlikely to become systemic for hyperscalers
“it's unlikely that all of this spend is likely to be systemic for the hyperscalers themselves”
Listen at 11:50
Open the episode · Where Do You Hide From an AI Bubble?
on CoreWeaveNegativeNov 2, 2026· Merryn Talks Money
“I think it's highly unlikely that at that cost of capital that it can make any sense for them to continue investing.”
Listen at 12:44
Open the episode · Where Do You Hide From an AI Bubble?
on Established AI-related businessesNegativeNov 2, 2026· Merryn Talks Money
Established AI-related businesses are beginning to show financial stress
“more established businesses are showing some signs of stress”
Listen at 13:16
Open the episode · Where Do You Hide From an AI Bubble?
on AI infrastructure investmentNegativeNov 2, 2026· Merryn Talks Money
Limited credit availability could slow AI infrastructure investment
“it is possible that if the availability of credit just isn't there, then all of this does slow down”
Listen at 15:12
Open the episode · Where Do You Hide From an AI Bubble?
on AI investment slowdownPositiveNov 2, 2026· Merryn Talks Money
A credit-driven AI slowdown would have relatively limited fallout
“the fallout would be relatively... limited”
Listen at 15:28
Open the episode · Where Do You Hide From an AI Bubble?
on AI investmentNegativeNov 2, 2026· Merryn Talks Money
Unlimited AI investment appears economically irrational
“this sort of runway of kind of unlimited investment that strikes me as being kind of economically insane, frankly.”
Listen at 15:55
Open the episode · Where Do You Hide From an AI Bubble?
on AI-related economic slowdownNegativeNov 2, 2026· Merryn Talks Money
An AI-related slowdown could produce a severe recession
“it's entirely possible that we have a nasty recession”
Listen at 16:57
Open the episode · Where Do You Hide From an AI Bubble?
on Chip companiesNegativeNov 2, 2026· Merryn Talks Money
A credit-driven AI slowdown would significantly hurt chip companies
“any major slowdown as a result of availability of credit would hit them”
Listen at 17:26
Open the episode · Where Do You Hide From an AI Bubble?
on AI boomNegativeNov 2, 2026· Merryn Talks Money
A sharp AI-boom slowdown would reduce inflation
“a sharp slowdown in the AI boom would definitely reduce inflation”
Listen at 19:40
Open the episode · Where Do You Hide From an AI Bubble?
on Defense spendingNegativeNov 2, 2026· Merryn Talks Money
Defense spending does not increase economic productive capacity
“the point about defence spending is that it is... economically non-productive”
Listen at 21:09
Open the episode · Where Do You Hide From an AI Bubble?
on GoldNegativeNov 2, 2026· Merryn Talks Money
Gold had begun behaving like a speculative asset
“we saw that gold was starting to behave like a speculative asset”
Listen at 23:33
Open the episode · Where Do You Hide From an AI Bubble?
on Listed infrastructure investment trustsPositiveNov 2, 2026· Merryn Talks Money
Selected infrastructure investments may return about 9% nominally annually
“we think that these things offer nominal returns of the order of 9% per annum”
Listen at 24:23
Open the episode · Where Do You Hide From an AI Bubble?
on Listed infrastructure investment trustsPositiveNov 2, 2026· Merryn Talks Money
Selected infrastructure investments may deliver 5–6% real returns
“they're going to deliver something like five to six percent real”
Listen at 24:32
Open the episode · Where Do You Hide From an AI Bubble?
on Long-dated government bondsNegativeNov 2, 2026· Merryn Talks Money
Long-dated bonds are in a secular bear market until fiscal conditions change
“we think we're in a secular bear market for long-dated bonds until this changes”
Listen at 26:39
Open the episode · Where Do You Hide From an AI Bubble?
on UK 30-year giltsNegativeNov 2, 2026· Merryn Talks Money
No UK budget action would make 30-year gilts attractive
“there's nothing that the Chancellor could do that would make me want to own 30-year gilts”
Listen at 27:17
Open the episode · Where Do You Hide From an AI Bubble?
on Global capital marketsNegativeNov 2, 2026· Merryn Talks Money
Global spending splurges are creating genuine competition for capital
“the competition for capital is real”
Listen at 29:54
Open the episode · Where Do You Hide From an AI Bubble?
on Global spending surgeNegativeNov 2, 2026· Merryn Talks Money
The global spending surge could abruptly end
“this could all come to a shuddering halt”
Listen at 31:00
Open the episode · Where Do You Hide From an AI Bubble?
on Real government-bond yieldsPositiveNov 2, 2026· Merryn Talks Money
Real government-bond yields are attractive relative to history
“Real yields in government bond markets are fundamentally very attractive compared to history”
Listen at 31:20
Open the episode · Where Do You Hide From an AI Bubble?
on Five- to six-year government bondsPositiveNov 2, 2026· Merryn Talks Money
Five- to six-year nominal and real bonds are attractive
“We are very constructive on the yield curve, both nominal and real, going out about as far as five, six years.”
Listen at 31:48
Open the episode · Where Do You Hide From an AI Bubble?
on Five-year UK giltsPositiveNov 2, 2026· Merryn Talks Money
Investors can comfortably own five-year nominal or index-linked gilts
“you can own, say, five-year nominal or index-linked gilts with a huge amount of comfort”
Listen at 32:19
Open the episode · Where Do You Hide From an AI Bubble?
on GoldPositiveNov 2, 2026· Merryn Talks Money
Chris Clothier would buy gold at 3.5
“Three and a half.”
Listen at 33:03
Open the episode · Where Do You Hide From an AI Bubble?
on Central banks' gold holdingsPositiveNov 2, 2026· Merryn Talks Money
Central banks are unlikely to abandon gold
“I see no reason why central banks will give up on gold”
Listen at 33:52
Open the episode · Where Do You Hide From an AI Bubble?
on Western government fiscal consolidationNegativeNov 2, 2026· Merryn Talks Money
Western fiscal consolidation would initially cause a severe slowdown
“if you saw that Western governments really trying to get a grip, of their fiscal situation, well, of course, that's going to start with a nasty slowdown”
Listen at 34:28
Open the episode · Where Do You Hide From an AI Bubble?
on Government spendingNegativeNov 2, 2026· Merryn Talks Money
A halt in government spending would severely hurt equity markets
“if it does come to a crashing halt, then that's very nasty for equity markets”
Listen at 35:11
Open the episode · Where Do You Hide From an AI Bubble?
on Babylonian sesame seedsNegativeNov 2, 2026· Merryn Talks Money
Babylonian sesame-seed prices rose tenfold over several years
“I think sesame seeds went up tenfold over a short few years”
Listen at 37:17
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.