infrastructure
4 statements across 3 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement Dec 20, 2024 by Jared Kushner · across every show →
Everything said about infrastructure, oldest first
Dec 20, 2024 bullish
Kushner: Internal Focus on Infrastructure and AI Can Resolve Conflicts Quickly
“I think the whole world could benefit from like a decade of rebuilding where people focus internally on building their countries and their societies and their infrastructure and their economies. Focus on AI. I think a lot of these issues could be resolved pret…”
Jun 3, 2025 positive
Zito: Long-Duration Annuities Naturally Fit Infrastructure Financing
“The beautiful thing about annuities is it's,
Long duration liabilities. What beautiful thing about retirement, long duration in terms of the life, 10, 2030, 50 years in some cases. That matches really well with long duration infrastructure projects. So the nat…”
Jun 3, 2025 bullish
Apr 14, 2026 neutral
Nolan: Physical infrastructure and permitting lag behind labor responsiveness
“I think labor responds. It probably takes a few years, but it's faster than building infrastructure. And so infrastructure is probably the bottleneck and then Is it just energy? Probably not just energy, probably permitting can take a while.”