How to Make Money From the Booming Demand for Energy
The conversation explores the evolving dynamics of infrastructure and energy investing amid surging AI-driven demand, regulatory uncertainty, and shifting global priorities. With data centers transforming traditional utility economics and governments stepping in to support critical resour
Sign up to read the full summary
Free AI-powered recaps of every episode, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.
Guest
Tyler Rosenlicht
conversational on Odd Lots
Mentions
Books, people, and resources mentioned in this episode.
People
Companies
Topics
Listen to This Episode
More from Odd Lots
The Utilities Analyst Who Says the Data Center Demand Story Doesn't Add Up
This Is What It Takes to Get a Data Center Financed
Travis Kavulla Explains Why Electric Bills Shot Up
Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis
Why Paul Kedrosky Says AI Is Like Every Bubble All Rolled Into One
War in Iran Is Already Reshaping East Asia's Energy Future
Similar episodes
Other shows covering related topics.
The Utilities Analyst Who Says the Data Center Demand Story Doesn't Add Up
Odd Lots
This Is What It Takes to Get a Data Center Financed
Odd Lots
Travis Kavulla Explains Why Electric Bills Shot Up
Odd Lots
The weather outside is frightful (so's the heating bill)
Marketplace
Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis
Odd Lots
Data Centers: Can't Live With Em, Can't Live Without Em
Stuff You Should Know
Get summaries like this every morning.
Free AI-powered recaps of Odd Lots and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.