204: Infrastructure mini-series Ep 2: The Low...

2026 market themes have been shaped by geopolitical realignment, the physical demands of artificial intelligence and changing assumptions about diversification. Across markets, investors are confronting several plausible futures rather than relying on a single base case.Host Osca ...  Show more

AI investing continues to shape markets as artificial intelligence (AI) moves beyond software and into the physical infrastructure of the global economy. From data centers and chips to space-based compute, autonomous trucks and humanoid robotics, the AI buildout is creating new q ...  Show more

In this episode of Millionaire Mindcast, the Dynamic Duo is back!. And this week it's JAM PACKED!. Matty A. and Ryan Breedwell talk about the impact of the Infrastructure bill on crypto space and investment. Plus last week's news updates on the economy and market. This and mor ...

On today's show, we are joined by Jon Levin, CEO of GCM Grosvenor and Mark Gatto, Co-Founder and Co-Chief Executive Officer of CION Investments to discuss the basics around the infrastructure asset class, BDC's vs interval fund products, risk and return expectations for infrastru ...  Show more

In part two of our infrastructure series, we take a closer look at which sub-sectors are heating up, and how opportunities across energy and tech are converging.

Tune in for a new series that gets under the bonnet of business and sustainability. From finance to energy to agriculture, how do business leaders balance the needs of all stakeholders and what are the trade offs they have to make in the process? Ned Salter, Global Head of Invest ...  Show more