The latest episode of Forthlane Features is live. In this episode, Daniel Dreyfus, Founder and CIO of Bornite Capital, discusses the implications of what he sees as the largest infrastructure buildout in human history, spanning energy, materials, and labour.

Vanessa Hui sits down with Daniel to discuss the convergence of themes driving this buildout, including AI and deglobalization, as well as the real-world implications and alpha opportunities.

Listen here: https://lnkd.in/e95asYcN