Infrastructure investing is no longer a niche play — it’s at the center of today’s global economy and portfolios. In this episode of The Bid, we dive into why infrastructure investing is having a moment, how it connects to AI, and what megaforces are shaping the next decade of growth. Host Oscar Pulido sits down with Balfe Morrison, Head of Listed Infrastructure Strategies, to explore the golden age of infrastructure investing. From data centers powering artificial intelligence to pipelines driving energy security and railroads transforming transportation, infrastructure is proving to be one of the most durable and exciting asset classes in capital markets today. Key moments in this episode: 00:00 Introduction to Infrastructure Investing 01:55 Defining Infrastructure 03:34 Public vs. Private Market Access 06:11 The "Golden Age" of Infrastructure Investing 06:59 AI and Energy Demand 07:51 Natural Gas and Transportation Sectors 13:33 Global Opportunities in Infrastructu...