Episode 24: Powering the Future - Energy, AI, and the Infrastructure Boom w/ Tortoise's Rob Thummel

Rob Thummel is a Senior Portfolio Manager at Tortoise Capital with decades of experience, where he focuses on energy, infrastructure, and the real-asset investments powering the modern economy. In this episode, we explore how electricity, AI, and infrastructure are converging — and why energy is becoming one of the most critical investment themes of the next decade.https://tortoisecapital.com/In this episode, we cover:• The path into energy and infrastructure investing• Why electricity demand is accelerating faster than most investors realize• The role of AI and data centers in reshaping energy infrastructure• Nuclear energy’s comeback and its importance in a power-hungry world• How pipelines, midstream assets, wind, and water fit into the “new energy” mix• Why infrastructure is the backbone of economic growth and technological innovation• Key risks and opportunities investors should understand in today’s energy marketsIf you’re interested in energy investing, AI infrastructure, electrification, or understanding where long-term capital is being deployed, this episode offers valuable insights from one of the industry’s most experienced energy investors.#financialplanning #wealthmanagementSubscribe to stay up-to-date on future episodes. We’ll be bringing in more experts to talk markets, strategy, and building wealth in a rapidly changing world.Visit Our Website: https://investolympus.com/Legal Disclosures: https://investolympus.com/disclosures/