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Could we be witnessing an industrial renaissance?
Capital Ideas Investing Podcast
Capital Good Equipment
A lot of companies decided we want to take advantage of this time and expand. There's an industrial logic whereby the infrastructure bill sets the stage for high voltage transmission line. So if you think about it, no one's really going to build a giant solar farm if they have no place to take the power off of that. And so all of those things are sort of defensive investment. And the third is offensive investment.
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