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Dave Eiswert

Dave Eiswert

VP Portfolio Manager at T. Rowe Price, specializing in global equity investing with 25+ years of investment experience; guest speaker on the podcast The Angle from T. Rowe Price discussing AI and global investment strategy.

Jul 1, 2026

18:15
Yeah.
18:16
Again, I will take everyone back to this idea that if you think about a long arc of investing and where value comes from investing, it really comes from identifying where relative returns are the best, assuming you don't have to pay too much for them, right? So inside this, you're talking about all the physical parts.
18:34
And it even goes to construction, right? Yeah.
18:36
Construction equipment, outside generators.
18:39
So I think what you're really hitting on is this physical part of investing.
18:43
So we're using our teams.
18:45
We're looking for the places in the data center where companies will have pricing power and better returns.

10 MINS LATER

29:00
And I love that you call your harness

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