Episode #26

Entering the Golden Age of US Infrastructure

03.18.2025

There's a significant amount of investment going on in infrastructure across the United States. With the rise of data centers and AI, the state of Texas, particularly with its ERCOT system, is at the forefront of this transformation.

While the market may not deliver the same high returns as the past, there are still opportunities for growth and income. It's all about setting realistic expectations and understanding the current economic environment.