MI203: Megatrends & Thematic ETFs w/ Jay Jacobs
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Importance and Impact of Infrastructure Investment in Developed Economies
This chapter emphasizes the significance of infrastructure investment in developed market economies like the United States, discussing the recent $1.2 trillion Infrastructure Investments and Jobs Act and the urgent need for rebuilding and revitalization across various infrastructure sectors. It explores how infrastructure can drive growth, combat inflation, and offer defensive qualities, while also highlighting the diverse nature of the infrastructure megatrend across sectors like transportation, energy, and more.
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