Infrastructure offers steady downside protection amid volatility
The bull case for infrastructure investing is that it offers steady, downside-protected growth with better risk-reward calculus than volatile AI trades.
The argument
The guest argued that massive sovereign wealth capital is flowing into US infrastructure (power, waste, water) because investors are seeking consistency and essential services over high-beta tech trades.
The thesis, stress-tested
✓ What validates it
- ✓Continued capital inflows from global sovereign wealth funds into US infrastructure projects
▸ Risks discussed
- ▸Regulatory challenges and restrictions in extending permits for landfills and waste processing facilities
Hear it yourself
"And you've seen this massive amount of capital primarily from nations and sovereign wealth nations that understand how to invest in infrastructure, whether it be Australia or frankly Europe, okay, throwing a lot of capital. Into the US over the past five years."
00:00 / 00:20