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Is this the market’s most-misunderstood growth opportunity? episode artwork

EPISODE · Jun 19, 2026 · 46 MIN

Is this the market’s most-misunderstood growth opportunity?

from The Rules of Investing · host Livewire Markets

While the market obsesses over volatile AI software and tech start-ups, global private equity giant EQT says the real money is being made in the physical layer. In this episode of The Rules of Investing, Ken Wong, Partner and Head of Asia Pacific Infrastructure at EQT Partners, breaks down why the massive, structural build-out of data centres and renewable energy grid connectivity is the market’s most misunderstood, and overlooked, growth opportunity.

What this episode covers

While the market obsesses over volatile AI software and tech start-ups, global private equity giant EQT says the real money is being made in the physical layer. In this episode of The Rules of Investing, Ken Wong, Partner and Head of Asia Pacific Infrastructure at EQT Partners, breaks down why the massive, structural build-out of data centres and renewable energy grid connectivity is the market’s most misunderstood, and overlooked, growth opportunity.

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Is this the market’s most-misunderstood growth opportunity?

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How long is this episode of The Rules of Investing?

This episode is 46 minutes long.

When was this The Rules of Investing episode published?

This episode was published on June 19, 2026.

What is this episode about?

While the market obsesses over volatile AI software and tech start-ups, global private equity giant EQT says the real money is being made in the physical layer. In this episode of The Rules of Investing, Ken Wong, Partner and Head of Asia Pacific...

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