Infrastructure: Powering AI and Economic Growth

Join Rob Pizzichetta, founder of Mont Wealth, and Devin O'Keefe, Business Development Manager at ClearBridge Infrastructure, as they discuss the crucial role of infrastructure investment in driving artificial intelligence and economic growth. Explore how AI and data demand, Trump's tariffs, and various infrastructure sectors are set to impact the market. Discover the expected rate of return for infrastructure and learn about the strategies behind identifying profitable opportunities in this rapidly evolving asset class. 00:00 Introduction to Pizz-Spectives 00:39 The Importance of Infrastructure Investment 01:28 Growth in Electricity Demand 02:28 Subsectors of Infrastructure 05:10 The Rise of Data Centers and AI 08:42 Investment Strategies and Opportunities 10:16 Global vs. Australian Infrastructure 13:57 Impact of U.S. Policies on Infrastructure 16:33 Conclusion and Future Outlook