Mar 7, 2026: AI isn’t just software — it’s an infrastructure race. Plus, what the war involving Iran could mean for the economy and markets.
Failed to add items
Sorry, we are unable to add the item because your shopping cart is already at capacity.
Add to basket failed.
Please try again later
Add to Wish List failed.
Please try again later
Remove from Wish List failed.
Please try again later
Follow podcast failed
Unfollow podcast failed
Mar 7, 2026: AI isn’t just software — it’s an infrastructure race. Plus, what the war involving Iran could mean for the economy and markets.
-
Narrated by:
-
By:
About this listen
In this episode, we cover the latest geopolitical and economic risks, market trends, and infrastructure opportunities shaping the U.S. and global economy. We discuss the potential impact of the Iran conflict on oil and energy markets, including the Straits of Hormuz, global supply, and U.S. strategic reserves. We break down current market dynamics, including sector rotations, sideways trading, and comparisons to the dot-com era. Plus, Michael Underhill joins us to explain the infrastructure catch-up, three major investment waves in energy, transportation, and digital systems, the AI-driven surge in power demand, the tech spending arms race, and why we’re only in the early innings of a long-term investment cycle.
No reviews yet
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.