The Investing for Beginners Podcast - Your Path to Financial Freedom How to Invest in the "Core" of AI, Crypto, and Real Estate in 2026 with Dan Daly
Feb 26, 2026
Dan Daly, entrepreneur and real estate investor who launched a Portugal-focused private equity fund, shares his observational investing approach. He discusses owning the “core” of big trends, why AI data centers boost demand for nuclear and uranium, leveraging home equity tax-free to buy cash-flowing properties, and why short-term rentals and the Portugal Golden Visa drew him to Europe.
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Invest At The Core Of The Onion
- Dan Daly uses “observational investing” to own the core layer of demand — the foundational resource companies need.
- Examples: spotting Caterpillar from construction and holding it 30 years, then tracing automotive shortages to semiconductors and copper.
AI Growth Is Driving Nuclear Demand
- Dan argues AI data centers require far more reliable power than current electric grids provide, pushing large tech firms toward nuclear SMRs.
- He links charging-station installation delays and grid failures in Texas to the impracticality of powering massive AI compute on existing grids.
Find Trends By Reading What You Care About
- Read business news daily and use tools like Feedly to aggregate topics you care about to spot trends early.
- Start from personal interests or shopping habits (e.g., brands you use) to keep research sustainable and focused.