Josh Obler

Jean-Francis Dusch is the Global Head of Infrastructure at Edmond de Rothschild, while Josh Obler is an Investment Partner at Palistar Capital, specializing in digital infrastructure. They delve into how AI is revolutionizing data centers, which are becoming hot investment spots. They also discuss the booming fiber market and explain why towers offer great investment returns. The conversation highlights investment strategies, the demand for talent, and how energy needs are evolving with digital infrastructure.