This is a short year-end review episode. One of Rachel’s favorite stories in 2016 was the creation of the SoftBank Vision Fund. Michael talked about U.S. infrastructure and the opportunity that lies ahead for sovereign wealth funds, pensions and other institutional investors.
1:40 The Creation of the SoftBank Vision Fund
3:30 Multinationals Acting Like Investment Funds
4:30 Internet of Things (IoT)
8:00 Serious U.S. Infrastructure – Bridges, Roads and Ports