27 Feb 2026
18m

251: The Infrastructure Buildout and the Skilled Trades We’re Missing

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The Bid - An Investing Podcast from BlackRock

The global infrastructure build-out, spurred by AI and energy demands, faces a critical labor shortage in skilled trades. Sandra Lawson and Claire Chamberlain highlight the $85 trillion investment needed over the next 15 years and a projected 5% growth in skilled trade jobs. These jobs, acquired through paid apprenticeships, offer thriving wages, benefits, and career advancement, presenting a viable alternative to traditional four-year college paths. The mismatch between supply and demand necessitates innovative training approaches and collaboration among philanthropy, government, employers, unions, and schools. Success hinges on creating pathways to the middle class and reformatting education models to focus on graduates' economic success, ultimately fostering a reinforcing cycle of infrastructure investment and improved quality of life.

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