In this episode sponsored by Obsidian CIO, host Joe Halpern (Managing Partner and CIO of Obsidian CIO) speaks with Andrew Miller, transportation consultant, author, and mobility expert, about how automation, infrastructure investment, and public policy are reshaping the future of transportation. The discussion explores freight rail, autonomous vehicles, urban planning, and the investment opportunities emerging from next-generation mobility.
From self-driving trucks to robo-taxis and modern logistics networks, this conversation examines how technological innovation and governance will determine the future of transportation and economic growth.
investment-wars-episode-38-planes-trains-and-automobiles-mobility-automation-infrastructure.txt
- Understand Why Transportation Infrastructure Matters — Learn how historical decisions about freight rail, passenger rail, and infrastructure continue to shape economic competitiveness today.
- Explore the Rise of Autonomous Mobility — Discover how self-driving trucks and robo-taxis are already operating today and the efficiencies they could create across logistics, labor, and supply chains.
- Think Beyond the Vehicle — Understand why future investment opportunities may extend beyond autonomous vehicles themselves to warehouses, logistics hubs, and automated freight infrastructure.
- Evaluate the Role of Government Policy — See how regulation, urban planning, and public investment can accelerate—or slow—the adoption of new transportation technologies.
- Consider the Future of Cities and Public Transit — Learn how automation could improve public transportation through on-demand shuttles, smarter transit networks, and better last-mile connectivity.
- Follow the Capital Behind Innovation — Discover why investors should focus on where funding is flowing across mobility, automation, and infrastructure rather than simply following the latest technology headlines.
Listen to the full Investment Wars podcast on Spotify
IMPORTANT DISCLOSURE: Obsidian CIO LLC sponsors the podcast to further education and critical thinking about the factors that affect markets and investing. The podcast does not provide investment advice. Investment advice is offered only to clients of Obsidian CIO who have entered into an advisory agreement and with whom Obsidian CIO has identified individual objectives, risk tolerance, and other investment needs.
