Senior US Construction & Machinery Analyst Chad Dillard joins host Sid Malkani this week. With the last 10 years characterised by building out the digital world, we focus on the next 10 years: moving atoms and building infrastructure. We discuss electrification/energy transition, reshoring, and public infrastructure, and how these themes are preparing us for an era of physical dominance. Hosted on Acast. See acast.com/privacy for more information.
