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Podcast: Money Life with Chuck Jaffe
Episode: The 'best time ever' to invest in the energy sector, but a recession in beer
Description: Rob Thummel, senior portfolio manager at Tortoise Capital — manager of the firm's energy infrastructure funds as well as its new AI Infrastructure ETF — says that in a three-decade career, he has never seen a better time to be looking at the energy sector, thanks to being the world's largest energy producer with opportunities to remain the global leader, but also due to the power needs created by artificial intelligence. He says "Electricity is the new oil," driving the economy forward the way oil companies used to. Thummel notes in his Market Call interview that he has now seen some Bitc...