How to Make Money From the Booming Demand for Energy

Odd Lots

Bloomberg

Business, News, News Commentary, Investing, Business News

4.5 • 2K Ratings

🗓️ 15 January 2026

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

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Summary

One thing we can all agree on is that demand for energy, and in particular electricity, is growing by leaps and bounds. But past that, there is going to be a debate about who is best positioned, and who will really make money from this trend. Will it be companies digging up raw commodities? Will it be equipment companies? Will it be pipelines? Will it be utilities? On this episode of the podcast, we speak with Tyler Rosenlicht, a Senior Vice President Cohen & Steers. He is a portfolio manager for Global Listed Infrastructure and the firm's head of Natural Resource Equities. We talk about the general ideas behind infrastructure investing, how it works, how it's changed, and how he thinks about the ongoing boom in energy demand.

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Transcript

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0:00.0	Markets move fast.
0:01.7	Get the insights you need in 10 minutes with Barclays Brief,
0:04.8	a podcast from Barclays Investment Bank.
0:07.1	Each week, our experts analyze market themes,
0:09.7	helping you anticipate what's next.
0:11.6	Listen to Barclay's Brief wherever you get your podcasts.
0:17.5	Bloomberg Audio Studios,
0:20.0	Podcastss Radio News
0:22.4	Hello and welcome to another episode of the Odd Lots podcast. I'm Joe Wisenthall.
0:38.2	And I'm Tracy Allaway.
0:39.4	Tracy, I saw an interesting headline this morning.
0:42.2	Just one?
0:43.2	Good point. I saw a million interesting headlines. But one that sort of caught mine,
0:48.1	was sort of market moving, is there was this comment from Jensen Wong, he was at a conference,
0:53.5	the CES conference, and he was talking
0:56.0	about how in the future, I guess their chips are getting more efficient as chips than to do,
1:00.9	that they may not need as much intense cooling infrastructure or cooling equipment for future data
1:06.1	centers. And a bunch of those like cooling names, like train technology, they're like really
1:10.2	getting clobbered because we know those have been like some of the big winners from the AI boom.
1:14.6	I can hear all the private equity shops that bought HVAC outfits screaming from over here.
1:19.7	No, it is a really interesting headline, right?
1:22.0	Because you think about this as a technology space.
	...

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