Talk Your Book: Investing in the Power Grid

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Today’s Talk Your Book is brought to you by First Trust:



To learn more about First Trust click here: https://www.ftportfolios.com/etf/GRID

On today’s show, we discuss:

  • Fueling the AI buildout by modernizing and expanding the power grid
  • The bottlenecks in the supply chain governing the speed of AI growth
  • The global need to scale out infrastructure and who’s driving these projects
  • Are data centers increasing homeowner’s utility costs?
  • The backlog of demand for power grid modernization beyond data centers
  • How a thematic fund goes beyond a sector fund in framing itself around a theme

Listen here:

https://podcasts.thecompoundnews.com/show/animalspirits/

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