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In this episode, Joe is joined by Ben Way, Group Head of Macquarie Asset Management and Andrea Quirk, Global Head of Credit Ratings at S&P Global Ratings. Discussion covered the explosion in growth of datacenters, how AI is driving demand for digital infrastructure and Ben’s view of being present in the moment throughout your career.
00:00 Introduction
00:30 The Need for Transparency
05:00 The Importance of Credit
10:00 The Role of Technology
15:00 Creating Value
20:00 Stakeholder Alignment
25:00 The Blurring of Digital Infrastructure
30:00 The Demand for Data Centers
35:00 Conclusion…...more
Ep57: Macquarie’s Ben Way on Infrastructure, Datacenters & Being Present
9Likes
302Views
Apr 162025
In this episode, Joe is joined by Ben Way, Group Head of Macquarie Asset Management and Andrea Quirk, Global Head of Credit Ratings at S&P Global Ratings. Discussion covered the explosion in growth of datacenters, how AI is driving demand for digital infrastructure and Ben’s view of being present in the moment throughout your career.
00:00 Introduction
00:30 The Need for Transparency
05:00 The Importance of Credit
10:00 The Role of Technology
15:00 Creating Value
20:00 Stakeholder Alignment
25:00 The Blurring of Digital Infrastructure
30:00 The Demand for Data Centers
35:00 Conclusion…...more