Wealth Tracker: The investment boom behind America’s new electric grid
Update: 2025-11-17
Description
We’re diving into one of the biggest investment shifts of the next decade- the most dramatic transformation of the American electric grid in over a century.
Power demand is exploding, driven by AI, data centres, EVs, and the electrification of everything.
And this is triggering a multi-trillion-dollar race to modernize the grid, rebuild infrastructure, and rethink how energy is generated and delivered.
So what does all of this mean for your portfolio, and where will the real returns be made?
On Wealth Tracker, Hongbin Jeong speaks to Laurent Lequeu, Founder of The Macro Butler Newsletter, to break down the winners, the risks, and the strategies that investors need to know.
See omnystudio.com/listener for privacy information.
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