The Case for ‘Guarded Optimism’ in the H...

We ask the co-CEO of Gryphon Investors how he foresaw one of the harshest cycles in the industry’s history and when he thinks it may finally break. 

The question for investors is not whether AI will boom or bust, but who may be unwittingly subsidizing the buildout. 

Bain’s leading macroeconomic expert examines the cracks beneath the surface of the US market and how investors should prepare for post-globalization realities. 

<p>Infrastructure investing is no longer a niche play — it’s at the center of today’s global economy and portfolios. In this episode of&nbsp;The Bid, we dive into why&nbsp;infrastructure investing&nbsp;is having a moment, how it connects to AI, and what megaforces are shaping the ... Show More

SummaryThe conversation discusses Sam Altman's plan to raise $7 trillion for semiconductors and the potential challenges and motivations behind it. It explores the idea of negotiation and leaked stories as part of the process. The conversation also delves into the simultaneous de ... Show More

In this episode of RPM, Tim Rees, a London-based Partner on StepStone’s Infrastructure and Real Assets team, joins co-host Michael Venne to discuss the rapid growth of infrastructure secondaries and why the market is gaining momentum. They cover: Growth of infrastructure asset cl ... Show More

<p>In the second episode of our infrastructure mini-series on The Bid, guest host Mark Wiedman, speaks with Matt Harris and Salim Samaha from Global Infrastructure investing to explore one of the biggest opportunities in infrastructure, the global transition to a low carbon econo ... Show More

We have a special episode today, breaking down the CHIPS Act. We've covered the semiconductor space in depth on Business Breakdowns, but in this conversation, we go broader. We discuss the CHIPS Act, enacted by Congress in 2022, which aimed at boosting the US's semiconductor manu ... Show More

This episode unpacks the Q2 2025 rally, the impact of the One Big Beautiful Bill Act, and key sector shifts. Ray and Mark break down how fiscal policy, tech volatility, and upcoming data releases shape the market outlook. Expect clear insights, relevant examples, and expert conte ... Show More

<p>In today’s episode for 5th December 2024, we try to understand the electricity woes facing our neighbouring country and also examine the viability of its clean energy transition.</p> <p> Speak to Ditto's advisors now, by clicking the link here - <a href="https://ditto.sh/9zoz4 ... Show More

Dan Nathan and Guy Adami discuss recent market trends, focusing on the NASDAQ's highs and the outperformance of semiconductor stocks, particularly NVIDIA. They also delve into enterprise software performance, with companies like Salesforce and Adobe dipping in the market. The con ... Show More

You may have heard that a "nuclear renaissance" is gathering pace, driven most recently by something called “small modular reactors” or SMRs. Apparently, SMRs are going to be ubiquitous everywhere and are going to play a key part in decarbonization. The Angry Clean Energy Guy on ... Show More

<p>Our analysts Brian Nowak, Keith Weiss and Matt Bombassei break down the most important tech insights from Morgan Stanley’s Spark Private Company Conference and industry shifts that will likely shape 2026 and beyond.&nbsp;</p><p>Read more&nbsp;<a href="https://www.morganstanley ... Show More