AI Capex - Back to Infrastructure | Protect the Pile: Episode 7

About this episode

The episode discusses the implications of AI infrastructure on markets and industrials amidst ongoing volatility.

Markets are pushing new highs, but RPK, Sam and John argue the tape still feels “choppy”—with volatility staying sticky and credit showing early warning signs. They then unpack the AI buildout: why software’s upside may get pressured as AI agents reshape pricing, and why the real bottleneck could be “stuff” like data centers, chips, and especially power. Guest Jay Van Sciver lays out what this could mean for industrials and the grid, then they hit transports/tariffs, detour into T...

People in this episode

Guest: Jay Van Sciver

Topics covered

• AI buildout
• infrastructure
• market volatility
• data centers
• industrial impact

Keywords

• AI
• infrastructure
• market volatility
• data centers
• chips
• power

Mentioned in this episode

Organizations: Hedgeye Risk Management

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