Rich Tobin, Chairman, President and CEO of Dover Corporation, joins to discuss the unpredictable housing market, touching on the implications of falling home prices on inflation and investment prospects. He analyses surprising stock performances amid a pessimistic outlook, particularly in the data center and semiconductor sectors. Tobin emphasizes natural gas strategies for sustainable growth and the vital role of infrastructure in connecting supply and demand. He also critiques the current AI infrastructure market, spotlighting key investment opportunities despite market fluctuations.
