How Global X US Infrastructure ETF Captures the Rebuilding Boom in 2026

As the bull market enters its third year, a quieter corner of the economy is surging: infrastructure spending. In this episode, Lucas and Luna break down the Global X US Infrastructure Development ETF, ticker symbol PAVE, which has returned 18 percent year-to-date, outpacing the S&P 500 by over 1,200 basis points. They trace the catalyst back to the bipartisan infrastructure law of 2021, which is now flooding states with over $1 trillion in project funding. Using real data from June 2026, Lucas explains why companies like Caterpillar, Quanta Services, and Vulcan Materials are seeing record backlogs, and why the ETF's construction-heavy composition gives it a unique advantage. Luna pushes back on concerns about a slowdown in residential housing, and they discuss how the shift to reshoring and clean energy manufacturing is creating a multiyear tailwind. If you're wondering where the real economic growth is hiding behind the NASDAQ's recent weakness, this episode offers a concrete case. #Infrastructure #PAVE #GlobalX #ETF #Caterpillar #QuantaServices #VulcanMaterials #Reshoring #CleanEnergy #BullMarket #Construction #Rebuilding #BipartisanInfrastructureLaw #EconomicGrowth #Finance #FexingoBusiness #BusinessPodcast #SmallCaps Keep every episode free: buymeacoffee.com/fexingo