47sec snip

Odd Lots cover image

Steve Eisman on the Three Big Macro Stories of Our Time

Odd Lots

NOTE

Themes in Infrastructure Conversation

In the discussion about infrastructure, companies focus on themes like reshoring manufacturing, investing in transportation, and developing sustainable energy sources. Companies are optimistic about the infrastructure cycle, indicating a strong belief in the ongoing building projects and potential opportunities for growth. Despite uncertainties, companies are not emphasizing job cuts but rather seem to prioritize leveraging infrastructure development for future expansion.

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