
251: The Infrastructure Buildout and the Skilled Trades We’re Missing
Skilled trades are becoming one of the most important — and overlooked — drivers of the global infrastructure boom. As trillions of dollars flow into energy systems, transportation networks, telecoms,...
27 Feb 18min

250: Powering AI 2.0: Why the AI Boom Is Becoming an Energy Story
Powering AI is no longer just a technology story — it’s an energy and infrastructure story reshaping capital markets and the global economy. As artificial intelligence scales from training to real-wor...
20 Feb 24min

249: Thematic Investing in 2026: AI, Defense, Infrastructure, and the Next Phase of Market Transformation
Thematic investing is increasingly shaping how investors interpret markets heading into 2026, as artificial intelligence, geopolitical fragmentation, and infrastructure constraints intersect across th...
13 Feb 19min

248: Retirement Realities: Your Questions Answered - Ask Me Anything with Jaime Magyera
Retirement planning is becoming more complex as careers grow less linear, lifespans extend, and financial decisions start earlier in life. From early-career savers to small business owners and those a...
6 Feb 19min

247: Inside Hedge Fund Strategies: How They Work and Why Investors Are Paying Attention
Hedge fund strategies are gaining renewed attention as market volatility rises and traditional stock and bond diversification becomes less reliable. With inflation uncertainty, shifting monetary polic...
30 Jan 21min

246: Macro and Geopolitical Outlook - Live From Davos
Global markets are entering 2026 amid heightened geopolitical uncertainty, structural shifts in the global order, and rapid technological change. Recorded live from the World Economic Forum in Davos, ...
22 Jan 35min

245: Stock Picker's Guide to 2026: How AI and Earnings Will Shape Stock Market Trends
AI investment, evolving earnings leadership, and shifting global dynamics are redefining stock market trends as investors enter 2026. Companies are deploying unprecedented capital toward data centers,...
16 Jan 19min

244: Market take: The Diversification Mirage in Plain Sight
This week, the focus is on diversification—and why it’s getting harder to achieve. Portfolio Strategist Natalie Gill explains how the “diversification mirage,” a key theme in BII’s 2026 outlook, is no...
19 Des 20255min





















