Bridgeway's Pozharny: AI infrastructure boom 'will make builders poor and users rich'

Jacob Pozharny , portfolio manager for the Bridgeway Global Opportunities Fund a market-neutral fund that looks at global macro factors — says that every infrastructure boom in history has led to massive capital expenditures, to the point of over-capacity, then demand destruction and a cycle that leaves users better off but hurts the companies that get caught in the mix. He cites railroads, telecommunications dot-com companies and more as examples and he says that "boring industries " will be the users of AI and the long-term winners, which will benefit small-cap and emerging-market names. Dryden Pence, chief investment officer at Pence Capital Management , says in the Market Call that he looks for "chokepoints of new technologies," places where consumption is creating demand imbalances that working to the long-term benefit of many of the market's biggest names Matt Zajechowski discusses research published by Lemon Law Experts , which looked at over a million National Highway Traffic Safety Administration consumer complaints filed in the last decade and found six of the 10 worst-rated vehicles overall have been discontinued, but remain widely available on used lots . He says higher car prices are forcing more lower-income consumers to consider cars that the public dislikes.

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Bridgeway's Pozharny: AI infrastructure boom 'will make builders poor and users rich' is an episode from Money Life with Chuck Jaffe by Money Life with Chuck Jaffe.

This episode is 01:00:30 long.

This episode was published on Jun 9, 2026.

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