Waldemar Szlezak
Partner and Global Head of Digital Infrastructure at KKR. He discusses AI, data center investing, and the convergence of power and compute.
Best podcasts with Waldemar Szlezak
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Sep 11, 2025 • 28min
Bloomberg Surveillance TV: September 11th, 2025
Waldemar Szlezak, Partner and Global Head of Digital Infrastructure at KKR, dives into the booming field of AI and data center investments, highlighting its convergence with energy demands. Tom Michaud, CEO at KBW, reflects on the economic landscape and the impact of 9/11, emphasizing resilience in the banking sector. They discuss the balance between Wall Street caution and Silicon Valley optimism in tech investments, alongside the evolving role of financial services in today's competitive market.
Jul 25, 2024 • 23min
Bloomberg Surveillance TV: July 25, 2024
Waldemar Szlezak discusses Google and tech capex, Libby Cantrill on Trump-Harris campaigns, Anastasia Amoroso's rotation trade. Market analysis of tech stocks, financial services for private wealth, US election strategy, investing in digital infrastructure and fiber connectivity in smaller cities.
