Airports and ports, pipelines and power lines. Infrastructure is all around us — and demand for it could be entering one of its biggest booms in generations.

In this episode, Mike Taylor and Kent Williams of Pie Funds unpack what’s driving that demand, from the rapid buildout of AI and data centres to growing pressure on power grids and the electrification of everyday life.

How does Pie decide which infrastructure assets to invest in? Can power supply keep up with rising demand? Will the enormous sums being spent on AI deliver a return? And why is only a fraction of the world’s infrastructure available to everyday investors?

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