EP. 54: Is The AI Boom Causing Machinery Scarcity?
My long time confidant, Jarrett Harris, Director of Research at IronAdvisor Insights joins the show to share his latest insights. He is quintessentially mid-western and was my go to source for learning about the on the ground pulse of the industrial economy when I was at Citadel and Millennium. As part of IronConnect, a heavy equipment industry service provider, Jarrett has unparalleled access to equipment dealers, rental companies, and industry executives.
My key takeaways from our conversation:
The industrial economy’s growth is being driven by Data Center related activity from power gen…
The skinny
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