Infrastructure investing is no longer a niche play — it’s at the center of today’s global economy and portfolios. In this episode of The Bid, we dive into why infrastructure investing is having a moment, how it connects to AI, and what megaforces are shaping the next decade of growth.Host Oscar Pulido sits down with Balfe Morrison, Head of Listed Infrastruct ... Show More
Today
268: AI’s latest frontiers: An Investor’s Perspective on AI, Space and Equity opportunities
AI investing continues to shape markets as artificial intelligence (AI) moves beyond software and into the physical infrastructure of the global economy. From data centers and chips to space-based compute, autonomous trucks and humanoid robotics, the AI buildout is creating new q ... Show More
24m 8s
Jul 17
267: Defense Investing in a New Era of Geopolitics, AI, and Global Security Transformation
Defense investing is rapidly moving from the margins to the center of capital markets as geopolitical fragmentation, rising global tensions, and technological innovation reshape how nations allocate resources. What was once viewed as a niche or even overlooked sector is now emerg ... Show More
18m 54s
Jul 2
266: 2026 Midyear Outlook: Scarcity vs. Abundance in the Age of AI
Artificial intelligence continues to reshape economies and markets, but its rapid expansion is also exposing new constraints across energy, infrastructure, labor, and capital. As investors navigate an increasingly complex landscape, the debate has shifted from AI's potential to t ... Show More
20m 12s
Mar 2025
The Hamilton Lane Take On The Infrastructure Sector Now and Beyond With Brent Burnett
<p>Welcome to <em>The Private Equity Podcast</em> by Raw Selection, hosted by Alex Rawlings. Brent Burnett, Head of Infrastructure and Real Assets at Hamilton Lane, shares insights on infrastructure growth, key trends, and the 2025 outlook. Tune in for a deep dive into its role i ... Show More
32m 30s
Nov 2024
Talk Your Book: Infrastructure Investing
On today's show, we are joined by Jon Levin, CEO of GCM Grosvenor and Mark Gatto, Co-Founder and Co-Chief Executive Officer of CION Investments to discuss the basics around the infrastructure asset class, BDC's vs interval fund products, risk and return expectations for infrastru ... Show More
40m 42s
Sep 2025
The data center surge: Building the backbone of the digital age
<p style="margin: 0in; font-family: Aptos; font-size: 11.0pt;">In this episode, Fahmi Enam, head of Media Communications and Digital Infrastructure at J.P. Morgan Commercial Banking, is joined by Scott Wilcoxen, global head of Digital Infrastructure Investment Banking at J.P. Mor ... Show More
18m 22s
Oct 2025
The Evolution of Money, AI, and the Next Big Investment Wave | Money Moves
In this week’s episode of Money Moves, Matty A and Ryan Breedwell dive deep into the evolution of money, technology, and investing in a rapidly changing economy. From the concept of digital currency and the impact of AI on jobs and real estate to the massive liquidity waiting on ... Show More
52m 46s
Jul 2024
Best Of: BlackRock goes all in on infrastructure
<p>This week, we’re revisiting an episode from earlier this year. BlackRock chief executive Larry Fink has been on the hunt for the money manager’s next “transformational” deal. In January, Fink revealed that he had finally found it with the acquisition of a private capital firm, ... Show More
17m 54s