'Investors are sleepwalking' on Iran war risks

In this episode, editor-in-chief Bruno Alves sits down with Sadek Wahba, founder, chairman and managing partner of I Squared Capital. Sadek returns to the podcast to tackle a broad range of subjects, including I Squared’s cautious approach to investing in the AI infrastructure boom, why he believes the markets are underestimating the risks and impacts of the Iran war, the role of energy security, resilience in infrastructure investing, the growing role of private wealth in infrastructure, and much more.