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Lewis Johnson is looking for A.I. opportunities in infrastructure and power companies. “The grid was built 100 years ago,” he reminds us, and needs a lot of work. However, he says it’ll take years and billions of dollars to see the nuclear energy industry reinvigorate. He thinks the old order of globalization is “over" and we'll see billions invested in domestic industries. He also likes gold as these changes begin.

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Globalization is ‘Over’: Investing in a New World Framework

Schwab Network

Globalization is ‘Over’: Investing in a New World Framework