The Ongoing Demand for Infrastructure Investments (Ep. 78)
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A power shift is underway. And it is not just political or technological.
In this episode of The Millionaire Next Door, host Robert Curtiss sits down with Michael Underhill, Chief Investment Officer at Capital Innovations, to explore the seismic transformation in infrastructure and energy investing.
With humor, historical context, and deep industry insight, Michael compares this moment to Led Zeppelin’s debut, when a once-niche phenomenon suddenly became the main event. The episode unpacks the $112 trillion global energy transition, the exponential rise of AI-fueled electricity demand, and how public and private capital must unite to power the next generation of growth.
Expect insight into:
- Why energy demand is expected to jump 14x by 2030
- The accelerating rise of nuclear, natural gas, and methane recapture
- How digital infrastructure (data centers, 5G, fiber) is reshaping investing
- Why the U.S. infrastructure report card is a wake-up call and an opportunity
This conversation is more than a forecast. It is a call to understand the world you are retiring into and how to invest in what is coming next.
Resources:
Connect with Robert Curtiss:
- rcurtiss@seia.com
- (626) 795-2944
- About Robert Curtiss
- LinkedIn: Robert Curtiss
- Facebook: Robert Curtiss
- SEIA
- LinkedIn: SEIA
Connect with Michael Underhill:
About Our Guest:
Michael Underhill is the Chief Investment Officer of Capital Innovations, a firm focused on infrastructure, energy, and ESG-aligned strategies. With decades of investment experience, Michael brings a deep understanding of macro trends and emerging opportunities in private and public markets. His team manages infrastructure-focused portfolios designed to align long-term capital with long-term value creation.