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Episode 17: infrastructure today

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Manage episode 454847463 series 3464618
内容由MiddleGround Capital提供。所有播客内容(包括剧集、图形和播客描述)均由 MiddleGround Capital 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

On MiddleGround’s seventeenth episode of executive sessions, Clayton Gullet leads discussions with MiddleGround's very own Ryan McComb, Managing Director and Infrastructure Thesis leader, and David Walden, Director, from the Transaction Team. This episode covers:

  1. Trends driving growth in the sector
  2. How aging infrastructure creates pressure to innovate
  3. Strategies for overcoming hurdles such as labor shortages and rising costs
  4. Emphasizing our thesis-driven approach

Check out our company blog recapping the episode: [LINK]
Learn more about MiddleGround Capital: https://middleground.com/
Follow MiddleGround Capital on LinkedIn: https://www.linkedin.com/company/middlegroundcapital/
Find Ryan McComb on LinkedIn: https://www.linkedin.com/in/ryan-mccomb-1b512663/
Find David Walden on LinkedIn: https://www.linkedin.com/in/dwwalden/

  continue reading

章节

1. Podcast and guest introduction (00:00:00)

2. What is infrastructure and it's growth drivers? (00:01:35)

3. The impact of government policy (00:04:42)

4. Our Infrastructure Thesis - Attala Steel example (00:06:25)

5. Unpredictable tax credits (00:07:12)

6. Retaining labor (00:08:40)

7. Wastewater management - Lindsay Precast example (00:10:05)

8. Accurately planning labor needs (00:13:18)

9. Transmission and distribution (00:14:43)

10. The impacts of inflation, interest rates, and supply chain disruption (00:17:49)

11. Infrastructure's bright future (00:25:26)

17集单集

Artwork
icon分享
 
Manage episode 454847463 series 3464618
内容由MiddleGround Capital提供。所有播客内容(包括剧集、图形和播客描述)均由 MiddleGround Capital 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

On MiddleGround’s seventeenth episode of executive sessions, Clayton Gullet leads discussions with MiddleGround's very own Ryan McComb, Managing Director and Infrastructure Thesis leader, and David Walden, Director, from the Transaction Team. This episode covers:

  1. Trends driving growth in the sector
  2. How aging infrastructure creates pressure to innovate
  3. Strategies for overcoming hurdles such as labor shortages and rising costs
  4. Emphasizing our thesis-driven approach

Check out our company blog recapping the episode: [LINK]
Learn more about MiddleGround Capital: https://middleground.com/
Follow MiddleGround Capital on LinkedIn: https://www.linkedin.com/company/middlegroundcapital/
Find Ryan McComb on LinkedIn: https://www.linkedin.com/in/ryan-mccomb-1b512663/
Find David Walden on LinkedIn: https://www.linkedin.com/in/dwwalden/

  continue reading

章节

1. Podcast and guest introduction (00:00:00)

2. What is infrastructure and it's growth drivers? (00:01:35)

3. The impact of government policy (00:04:42)

4. Our Infrastructure Thesis - Attala Steel example (00:06:25)

5. Unpredictable tax credits (00:07:12)

6. Retaining labor (00:08:40)

7. Wastewater management - Lindsay Precast example (00:10:05)

8. Accurately planning labor needs (00:13:18)

9. Transmission and distribution (00:14:43)

10. The impacts of inflation, interest rates, and supply chain disruption (00:17:49)

11. Infrastructure's bright future (00:25:26)

17集单集

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