Dry Powder Podcast: Mastering the Infrastructure Cycle with Stonepeak’s Michael Dorrell
Mike Dorrell, Chairman, CEO, and Co-Founder of Stonepeak, joined Hugh MacArthur, Chairman of the Global Private Equity Practice at Bain & Company, on Dry Powder: The Private Equity Podcast.
Drawing on decades of experience investing across booms, busts, and technological revolutions – from the classic port and road deals of the late nineties and the global financial crisis to today’s broader infrastructure buildout – Mike shares insightful perspectives and lessons learned from helping pioneer the asset class in the U.S.
In this first episode, Mike also discusses Stonepeak’s framework for data center investments, the extent to which the digital infrastructure boom resembles the dot-com bubble, and where that historical analogy breaks down.
Stay tuned for Episode 2, which comes out soon.