EPISODE · Jan 29, 2026 · 19 MIN
#245 | Should You Add Electricity as an Asset Class If Electrification Is Reshaping Energy Investing? - Financial Literacy, Financial Advisors & Wealth
Have you ever considered electricity as an asset class—or are you still thinking about energy investing the old way?Most investors talk about oil, gas, and renewables, but almost no one is framing electricity itself as a core asset class. As electrification accelerates through AI, data centers, electric vehicles, and global demand growth, that oversight could become a serious portfolio risk.In this episode, we explore why electricity is reaching an inflection point and how energy investing must evolve to reflect a world that is rapidly electrifying.You'll learn:Why electricity as an asset class has historically outperformed traditional energy investingHow electrification creates a rare combination of defensive characteristics and long-term growthWhere public and private markets fit when allocating capital to electricity infrastructureIf you want to make better wealth decisions in a world being reshaped by electrification, this episode will fundamentally change how you think about energy investing. ⚡🎧More about Michel Sznajer: https://www.redwheel.com/uk/en/institutional/team-members/michel-sznajer/John De Goey's Books. Grab your copy from Amazon:Bullshift: How Optimism Bias Threatens Your FinancesSTANDUP to the Financial Services IndustryThe Professional Financial Advisor IV
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#245 | Should You Add Electricity as an Asset Class If Electrification Is Reshaping Energy Investing? - Financial Literacy, Financial Advisors & Wealth
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