#31 - Eli Horton, Managing Director, TCW, Portfolio Manager of TCW Transform Systems ETF (recorded 06/30/25)

Jim talks with Eli about the energy transformation happening right now in the United States and abroad.  It’s an informational conversation about one of the most important foundational issues in business today.  Questions such as how do we power the AI revolution and what technologies will be the critical drivers of the evolution in energy are discussed.  The rapid change in how energy and power are sourced, produced, transported, and consumed is creating once-in-a generation investments across sectors including industrials, energy, materials, and technology.