<p>A conversation with Daniel Dreyfus (CIO, Bornite Capital) on the buildout of American power—what’s driving it, what could derail it, and where investors should be paying attention.</p>

A conversation with Daniel Dreyfus (CIO, Bornite Capital) on the buildout of American power—what’s driving it, what could derail it, and where investors should be paying attention.

Build, baby, build

Stray Reflections is a macro advisory and community for top CIOs and PMs across the globe. Our job is not to predict the future; it’s to see the present clearly. Discover investing ideas and advance your thinking in truly novel ways.

Share Build, baby, build

Sign up to save your podcasts

Build, baby, build

Build, baby, build

More shows like Stray Reflections

We Study Billionaires - The Investor’s Podcast Network

Macro Voices

Top Traders Unplugged

The Meb Faber Show - Better Investing

Hidden Forces

Capital Allocators – Inside the Institutional Investment Industry

The Market Huddle

Excess Returns

The Grant Williams Podcast

The Memo by Howard Marks

Forward Guidance

Thoughtful Money with Adam Taggart

Monetary Matters with Jack Farley

Geopolitical Cousins

The Master Investor Podcast with Wilfred Frost