Steve Eisman on the Three Big Macro Stories of Our Time
Odd Lots
00:00
Following the Money in Infrastructure Investment
In infrastructure conversations, the government's significant spending on building infrastructure can lead to crowding out private investors. However, as a public equities investor, the focus is on identifying the beneficiaries of government spending rather than feeling competition. The key strategy is to follow the money flow, especially in areas like electrification where there is a consensus that the current grid is inadequate.
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