In Episode 40, Tyler Rosenlicht joins Philip Chao to discuss how infrastructure, real assets, and energy are evolving in response to artificial intelligence, inflation, and growing global demand.
Drawing on his experience managing global infrastructure and natural resource portfolios, Tyler explains why infrastructure extends well beyond traditional public works and why the rapid growth of AI, electrification, and expanding energy needs are increasing the importance of essential infrastructure.
Their conversation explores how infrastructure can provide portfolio diversification, why real assets continue to matter in an inflationary environment, and how long-term structural trends are reshaping the global economy.
This episode reflects the spirit of the Tao of Chao by examining complex investment themes and providing practical perspectives on the forces shaping tomorrow’s world.
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