Is a commodities super cycle starting?

What are BCA’s views on the potential for a major global conflict in the coming decades—and how might rising tensions with China influence investment strategies? This week, Jerry revisits his insightful conversation with Michael Underhill to explore the future of U.S. infrastructure and the opportunities emerging as private companies partner withthe federal government to rebuild America.

The discussion also dives into the Fourth Industrial Revolution and the massive energy demands driving it. Which energy sources are rising to meet this challenge? How will companies secure the power needed to fuel innovation? And what steps is the current administration taking to remove bottlenecks and accelerate progress?

Join Jerry and Michael as they tackle these critical questions and examine the powerful trends shaping U.S. infrastructure, energy, and investment in the decades ahead.