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Podcast: Investing Experts
Episode: Where energy and tech meet; oil & gas fundamentals with Jennifer Warren
Description: Jennifer Warren discusses where energy and tech infrastructure meet right now and why she focuses on the fundamentals of oil and gas to get there (0:47). Differentiation in big tech (4:45). EV space growth and adoption slower than we think (17:40). Fundamentals of oil and gas, tightness and inelasticities (24:20). Energy, election season and macro factors (30:30). Players and stocks worth highlighting (34:30). See more about the charts mentioned here.Episode transcriptsShow Notes:Measuring Energy Demand For Big Tech And AI: Gigawatts, BCFs And GPUsUranium A Big Part Of Our Energy Future - Chris DeMuth Jr.Palantir, B...