Critical Capital

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Senator Thom Tillis on energy, China, and leaving Congress

August 04, 2026

Energy policy has become increasingly polarized just as the U.S. faces record electricity demand, a rapidly expanding AI economy, and growing competition from China.  In this episode, Alfred Johnson speaks with North Carolina Sen. Thom Tillis about why the country's biggest energy challenge is the inability to build durable, bipartisan policy that survives changes in political leadership.  Drawing on more than a decade in the Senate, Tillis argues for an "all-of-the-above" energy ...

The unprecedented opportunity for infrastructure investors

July 21, 2026

We are entering a period of infrastructure development unlike anything we’ve seen in the last century. The infrastructure economy is witnessing a generational redesign and a fundamental reshaping of the physical fabric on which society is built. In this episode, Alfred Johnson is joined by Jessica Bailey, Global Head of Infrastructure at Nuveen, an institutional giant with over $1.4 trillion in assets under management. Jessica directs $40 billion in infrastructure investments and discusses h...

Navigating the new world disorder

July 07, 2026

Conflict and disaster displace millions of people around the world every year, and millions more live with food insecurity, unreliable access to electricity or no electricity at all.  These same populations are also the most adversely impacted by climate change, geopolitical competition for resources, and global instability.  David Miliband, CEO of the International Rescue Committee (IRC) and former UK Foreign Secretary, says the world is at a "hinge moment." In this episode, Alfred Johnson ...