EP 32 - The AI Energy Grid Bottleneck & How To Invest In It
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James Di Gesu and Jim Lombardo sit down with Tejas Dessai, Director of Thematic Research at Global X ETFs, to explore how innovation cycles and industrial rewiring are transforming the global economy. Tejas breaks down why the AI revolution differs fundamentally from the dot-com bubble, focusing on cash flow, compute demand, and infrastructure bottlenecks. The conversation delves into the massive power demands of data centers, the urgent need for US grid revitalization, and why blue-collar labor (such as electricians and builders) is benefiting from this asset-heavy super cycle. They also examine how thematic ETFs allow investors to target high-conviction trends across AI infrastructure, electrification, robotics, defense tech, and covered call income strategies.
Watch the Episode: https://www.youtube.com/watch?v=3Rg3l4cFE-o
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