Advisors Capital Management Senior Portfolio Manager Gus Scacco joined Fox Business to discuss Warren Buffett’s investing legacy and the importance of maintaining a long-term perspective through changing market cycles. Scacco also shared his outlook on the continued AI infrastructure build-out, the potential implications of higher interest rates, and opportunities he sees in companies supporting growing power and data center demand.
Recorded: September 18, 2026
Key Takeaways
Long-Term Investing Remains a Core Principle: Scacco highlighted Buffett’s focus on owning strong businesses over extended periods rather than reacting to short-term market fluctuations, pointing to fundamentals and long-term compounding as important components of his investment approach.
AI Infrastructure Investment Continues to Drive Demand: Scacco discussed how significant AI-related investment and multi-year company backlogs could help sustain infrastructure spending even in a higher-rate environment.
Energy Infrastructure Is Part of the AI Build-Out: As data centers require substantial power, Scacco pointed to natural gas infrastructure and related power solutions as one way companies are addressing growing energy needs.
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