Daniel Dreyfus

Daniel Dreyfus, CIO at Bornite Capital, discusses the urgent need for enhanced U.S. power infrastructure to meet rising electrification demands. He delves into the evolving job market influenced by AI, emphasizing a return to skilled labor. The conversation covers the critical role of private equity in infrastructure, navigating investment complexities, and the significant implications of China's export cuts on global commodities. Dreyfus highlights the relationship between gold prices and federal debt, providing insights into future market dynamics.