AI, electrification, and industrial reinvestment are accelerating a new capital cycle. In this month's newsletter, we explore the implications for private credit, nuclear energy, real estate, and the companies building the infrastructure behind the next economy.

A conversation with Dr. Howard Branz on how onsite solar, battery storage, and distributed energy systems are reshaping building economics and creating new value opportunities in real estate.

AI, electrification, and industrial reinvestment are driving a structural shift toward a more capital-intensive economy — one where returns increasingly accrue to the scarce physical infrastructure, labor, and systems required to support intelligent growth.