Searching...
9 results for “infrastructure constraints”
Topic3 mentions across episodes
infrastructure
...infrastructure investors historically to think about making a move in that direction off their end segment expertise. At the same time, it's an asset class that traditional infrastructure players can move into as an adjacency. So in many ways, it's n
6:01 / 7:06
from transcript6:01 – 7:06
...infrastructure side, how far can I stretch the definition of what infrastructure means to be able to access some of those higher return thresholds? Mhmm. And what that plays out with is much more businesses that have much more operating risk around t
7:31 / 8:37
from transcript7:31 – 8:37
...infrastructure space, which is vast, right, and as we just mentioned, it converges with energy at one end. There's a user experience at the other end. There's everything in between. You can imagine all different types of investment opportunities. How
6:41 / 7:53
from transcript6:41 – 7:53
...sudden, infrastructure became a, gee, I don't know about this asset class kind of reaction on the part of a lot of LPs. And it's interesting to me that in looking at the last fifteen years, there's a huge demand for it, but figuring out how to make i
1:35 / 2:39
from transcript1:35 – 2:39
...of constraints in this thing, I would say right now that because there's not enough power singularly in one location, data centers are being built where the power is available rather than power being brought to where the data centers are, and that's
6:00 / 7:06
from transcript6:00 – 7:06
...infrastructure is quite different. In fact, it's the exact opposite of the history of private equity. So all I mean by that is private equity originated in The US with a bunch of entrepreneurial teams. Contrast that to how infrastructure started, whi
8:08 / 9:21
from transcript8:08 – 9:21
...you need more infrastructure to support it. I'm Hugh MacArthur. Thank you for listening.
22:35 / 22:51
from transcript22:35 – 22:51
...too, and then people are interested in that. There are a lot of different opportunities in the private sector. We talked about private credit earlier. Real estate's another one, where the number in different ways to play in private assets is simply m
22:33 / 23:38
from transcript22:33 – 23:38
Have a podcast?
Run your podcast through Clypt
Get ranked clips, hooks, and ready-to-post copy from your own episodes. Free to try.