Research Matters by Rothschild & Co Redburn
Rothschild & Co Redburn
Join Rothschild & Co Redburn’s Chief Strategist George Karamanos and Chief Economist Melissa Davies as they welcome a guest each episode to look beyond the market headlines, explore global investment themes and unpack the big macroeconomic questions shaping business and investment decisions. Read more
Episodes
The AI Infrastructure Buildout: Magnitude, Funding and Profitability 10/28/2026 00:22:30
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Our take on Research Matters by Rothschild & Co Redburn podcast
Join Rothschild & Co Redburn’s Chief Strategist George Karamanos and Chief Economist Melissa Davies as they welcome a guest each episode to look beyond the market headlines, explore global investment themes and unpack the big macroeconomic questions shaping business and investment decisions.
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