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EPISODE · Jun 7, 2025 · 1H 6M

Build, baby, build

from Stray Reflections · host Jawad Mian

A conversation with Daniel Dreyfus (CIO, Bornite Capital) on the buildout of American power—what’s driving it, what could derail it, and where investors should be paying attention.

What this episode covers

A conversation with Daniel Dreyfus (CIO, Bornite Capital) on the buildout of American power—what’s driving it, what could derail it, and where investors should be paying attention.

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Build, baby, build

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Frequently Asked Questions

How long is this episode of Stray Reflections?

This episode is 1 hour and 6 minutes long.

When was this Stray Reflections episode published?

This episode was published on June 7, 2025.

What is this episode about?

A conversation with Daniel Dreyfus (CIO, Bornite Capital) on the buildout of American power—what’s driving it, what could derail it, and where investors should be paying attention.

Can I download this Stray Reflections episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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