Meegan: A.I. & Energy Seeing Flows, Retail & Real Estate Cooling
Schwab Network · Schwab Network
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Show Notes
Brian Meegan follows capital flows around the market and sees A.I. and energy heating up while retail and real estate are cooling. He expects the energy demand story to take years to play out because of the time it takes to build infrastructure. “There’s a lot of money to be made” in that industry and in health care. He also discusses how uncertainty is reshaping deal structures.
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