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12min chapter
Kate Moore, Managing Director and Head of Thematic Strategy at BlackRock
The Walker Webcast
Impacts of Climate Change on Infrastructure and AI Investments
The chapter delves into the repercussions of climate change on investments in infrastructure companies crucial for supporting the AI economy, particularly focusing on the need for vital infrastructure like charging stations for electric vehicles and data centers. The discussion also includes the investment landscape with an emphasis on cybersecurity, potential effects of AI investments on software companies, and predictions for equity markets, alongside mentioning the relationship between Bitcoin and the US dollar.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode