Django Davidson · The Master Investor Podcast with Wilfred Frost · How to Profit When Cycles Turn - Django Davidson on Capital Cycle Investing
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Estimate that capital deployed into AI data-centers has risen from an initial 3-4 trillion USD forecast to more than double that within a year
3-4 trillion USD forecast; now > 6-8 trillion USD
“Acquisition of Milton Corporation… introduced more capital, in Milton's case, $3.5 bn of capital that we were able to deploy into whatever we thought was the best risk-adjusted returns.”
“A Fed balance sheet at $6 trillion is more responsible than a $20 trillion balance sheet”
“Guys panic when there's frost in the forecast and they want their canola down. So, we definitely have seen a lot more this year than in the past.”
“Each of those four teams will be deploying capital over the next two years… they cover all the top entrepreneurial ecosystems.”
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