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.
IN THIS EPISODE, YOU’LL LEARN:
01:56 - What thematics are and why investors should care about them.
08:08 - How investors should think about investing in an emerging trend.
21:06 - Why Jay is bullish on infrastructure and why now is a great time to invest in infrastructure specifically.
29:04 - The role governments play in the infrastructure megatrend.
34:55 - Jay’s thoughts on investing in robotics and artificial intelligence.
37:24 - Which industries are most impacted by the trend towards robotics.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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