Infra Dig - A Green Street Podcast
Sep 17, 2026 · 25 min · 10 segments
As the clock ticks down to the Green Street US infrastructure and energy conference in Dallas, Infra Dig talks to one of the speakers to hear about aspirations in the American infrastructure space…
Boe PahariGuest
Angus Leslie MelvilleHostBeau, you're going to be taking to the stage, and you're going to be talking on a transport panel in Dallas, I believe.
I think if you see the, the GDP growth, um, that's a good starting point to, to sort of get ourselves set for, um, the kind of dialogue or discussion we can have, which is that in two thousand and eight, Europe was, um, thirty percent larger in GDP than the United States.
And r- fast-forward to two thousand and twenty-six, the US is thirty percent larger than the European GDP.
The stock market, the w- US stock markets are sixty percent of the market cap of the entire world stock market.
So you've got, you know, huge, um, tailwinds when it comes to investing in the US broadly.
Now, if you think about how, uh, infrastructure helps that GDP growth and how it mobilizes the w- the, the country, transport is a very big part of that.
And I think, you know, whether it be in the, in the context of toll roads, you know, in what feels like another lifetime ago, I was actually the head of infrastructure capital for North America-
... for ABN AMRO Bank, um, where we did a lot of PPPs, um, in terms of various roads, um, and hospitals, uh, and other such assets.
Um, and from that point onwards, always felt that the US is a, is huge potential for private investment in these areas.
And I think there's a real need now, um, with all the growth that's going on, the US is still has a huge level of debt, if you like, um, as a percentage of GDP.
We're seeing, you know, assets in greenfield, um, as well as in aviation and in toll roads, uh, ports, et c- et cetera.
So without stealing, uh, i- leaving a, a little bit for the conference, I'd say great opportunity in all of these spaces.
Um, it's been that way for quite a while, and it does feel a little bit more open to growth right now.
Beau, you're going to be taking to the stage, and you're going to be talking on a transport panel in Dallas, I believe.
I think if you see the, the GDP growth, um, that's a good starting point to, to sort of get ourselves set for, um, the kind of dialogue or discussion we can have, which is that in two thousand and eight, Europe was, um, thirty percent larger in GDP than the United States.
And r- fast-forward to two thousand and twenty-six, the US is thirty percent larger than the European GDP.
The stock market, the w- US stock markets are sixty percent of the market cap of the entire world stock market.
So you've got, you know, huge, um, tailwinds when it comes to investing in the US broadly.
Now, if you think about how, uh, infrastructure helps that GDP growth and how it mobilizes the w- the, the country, transport is a very big part of that.
And I think, you know, whether it be in the, in the context of toll roads, you know, in what feels like another lifetime ago, I was actually the head of infrastructure capital for North America-
... for ABN AMRO Bank, um, where we did a lot of PPPs, um, in terms of various roads, um, and hospitals, uh, and other such assets.
Um, and from that point onwards, always felt that the US is a, is huge potential for private investment in these areas.
And I think there's a real need now, um, with all the growth that's going on, the US is still has a huge level of debt, if you like, um, as a percentage of GDP.
We're seeing, you know, assets in greenfield, um, as well as in aviation and in toll roads, uh, ports, et c- et cetera.
So without stealing, uh, i- leaving a, a little bit for the conference, I'd say great opportunity in all of these spaces.
Um, it's been that way for quite a while, and it does feel a little bit more open to growth right now.
The rest of this transcript — segmented and speaker-labeled, so you land on the exact moment something was said
Search every transcript — by keyword, by phrase, or by meaning, across every show Radar indexes
Trends — what is surging across podcasts, measured against its own baseline
Alerts — when a name you follow appears in a newly indexed episode
No account is needed to search Radar.
