Daniel Clifton
Partner, portfolio manager, and head of policy research at Strategas Asset Management, leading Washington policy research and advising on political and macro investment implications.
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Feb 27, 2026 • 1h 25min
Data Centers Are the New Fracking
Chris Verrone, Strategas macro and chart specialist, and Daniel Clifton, Strategas policy and Washington watcher. They dig into why data centers spark local backlash and compare them politically to fracking. They discuss how tech should package jobs and taxes, a rotation from mega-cap AI to industrials and utilities, and the broader shift to a CapEx, multipolar economy.
