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Money For the Rest of Us

The Future of Power: Energy at a Crossroads with Scott Harland

Money For the Rest of Us

J. David Stein

Economy, Economics, Investing Podcast, Business, Investing

4.31.3K Ratings

🗓️ 4 June 2025

⏱️ 42 minutes

🧾️ Download transcript

Summary

From wildfires to AI-driven demand surges, the power grid is under pressure—and so is the investment landscape around it. Scott Harland of Rockland Capital visits with Greg Dowling of FEG to explore the risks, opportunities, and critical shifts shaping the future of energy.

Topics covered include:

  • The necessity of a balanced energy mix, including traditional and renewable energy sources
  • How the private sector is playing a larger role in building out energy infrastructure
  • Rising energy demand from data centers and AI, and how that demand can be met


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Show Notes

Hungry, Hungry, Hyperscalers with Scott Harlan - FEG Insight Bridge

Related Episodes

502: Should You Invest in Nuclear Energy?

469: Which Will Perform Better: Berkshire Hathaway or Utility Stocks?

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Transcript

Click on a timestamp to play from that location

0:00.0

Welcome to Money for the Rest of Us. This is a personal finance show on money, how it works, how to

0:05.1

invest it, and how to live without worrying about it. I'm your host, David Stein, and today is

0:10.0

episode 526. It's titled, The Future of Power, Energy at a Crossroads, with Scott Harland.

0:17.3

Just over a year ago in episode 469 of money for the rest of us, we discussed which

0:22.2

will perform better, Berkshire Hathaway stock or utility stocks.

0:26.4

Warren Buffett has said that investing in utilities is not going to be as safe as it has

0:31.5

been in the past because of the potential liabilities due to climate catastrophes such as

0:37.3

wildfires and the huge capital

0:39.5

investments required to ensure the stability of the grid. There are also the costs associated with

0:46.0

the energy transition toward more renewables. Also last year in episode 502, we looked at should you

0:51.5

invest in nuclear energy. I have an ongoing interest in the

0:55.9

economics of power generation, so I'm excited to bring you an interview with an expert in the space,

1:01.9

Scott Harlan, managing partner and founder of Rockland Capital. Rockland Capital is a private equity

1:07.5

company formed over 20 years ago to acquire and develop investment opportunities

1:12.0

in power and energy infrastructure markets. Rockland professionals have extensive experience in the

1:17.8

electric power industry. And that comes through in this conversation between Scott Harland

1:22.3

and Greg Dowling, F.EG's chief investment officer and head of research. In the episode,

1:27.4

Harlan discusses the necessity

1:28.8

of a balanced energy mix, including traditional and renewable energy sources. He shares how the

1:34.9

private sector is playing a larger role in building out energy infrastructure. Harlan also

1:40.7

discusses rising energy demand from data centers and AI and how that demand can be met.

1:46.3

While this interview was recorded last year, the topics remain timely, and you'll learn a ton from one of the premier experts in the energy investing space.

...

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