About this episode

The episode explores the shifting landscape of innovation capital in 2026, focusing on key trends in technology, infrastructure, and defense.

Innovation in 2026 is about far more than chatbots, crypto headlines, or the latest “hot” stock. In this episode of Alternative Investments Chat , Erica and Erin unpack the Q2 landscape and where institutional capital is quietly flowing, and why those trends matter for both entrepreneurs and investors. From the rise of agentic AI and the data centers powering it, to defense and the emerging space and satellite infrastructure economy, they walk through how technology, energy, and geopolitics are converging to reshape portfolios in real time. Listen to Learn: What agentic AI is, and why the real opportunity sits in infrastructure like chips, data centers, power, and high‑speed networks. How grids, pipelines, and AI generation are becoming core cash‑flow assets in an increasingly electric, AI‑driven world. Why geo‑patriation, nearshoring, reshoring, and friendshoring are driving multi‑year investment in supply chains, manufacturing, and industrial infrastructure. How defense and autonomy themes like drones, sensors, robotics, and software‑enabled systems are redefining modern defense spending. Why space and satellite infrastructure are shifting from sci‑fi to a real multi‑sector…

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