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Podcast: Australian Investors Podcast
Episode: The Decade of Power: Why the Energy Opportunity is Bigger Than AI
Description: The market is obsessed with AI as the sole driver of energy demand, but the "Saaspocalypse" of February taught us that picking AI winners is a volatile game. In this episode, Mark Jones from Resolution Capital explains why the real opportunity lies in the "picks and shovels" that power the modern world: Electricity Utilities.
We dive into why Resolution Capital has doubled down on utilities (60% of the portfolio), the reality of the US re-shoring trend, and why this is a multi-decade structural shift that remains underappreciated by the broader market.
In this episode, we discuss:
- Defining a great...