Today’s Talk Your Book is brought to you by First Trust:
On today’s show, we discuss:
- Fueling the AI buildout by modernizing and expanding the power grid
- The bottlenecks in the supply chain governing the speed of AI growth
- The global need to scale out infrastructure and who’s driving these projects
- Are data centers increasing homeowner’s utility costs?
- The backlog of demand for power grid modernization beyond data centers
- How a thematic fund goes beyond a sector fund in framing itself around a theme
Listen here:
https://podcasts.thecompoundnews.com/show/animalspirits/
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