Alternative Realities: What is the state of U.S. infrastructure?
From Insights Now by Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management
April 9, 2026 · 18 min
About this episode
The episode discusses the current state of U.S. infrastructure and the urgent need for strategic investment amidst growing demands and technological changes.
U.S. infrastructure is at a crossroads. As economies expand and technology reshapes the landscape, the demand for robust, modern networks has never been greater. From highways and bridges to power grids and water systems, the pressure to build, maintain and upgrade is mounting, especially as artificial intelligence and data centers drive new requirements for energy and resources. In this environment, the need for strategic investment is urgent and the stakes are high. In today’s episode Aaron Mulvihill sits down with Darren Olson, Chair of the Committee for America's Infrastructure at the American Society of Civil Engineers. Darren leads the team behind the influential Report Card for America's Infrastructure, a comprehensive assessment that guides policymakers, investors and communities on where investment is most needed. Watch the video version on YouTube. Resources: For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify
People in this episode
Host: Aaron Mulvihill
Guest: Darren Olson
Topics covered
- U.S. infrastructure
- strategic investment
- technology impact
- energy resources
- civil engineering
Keywords
- infrastructure
- investment
- civil engineering
- technology
- energy
- data centers
- artificial intelligence
Mentioned in this episode
Organizations: American Society of Civil Engineers
Books & works: Report Card for America's Infrastructure
Places: U.S.
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