AI Summary
5 min read🎙️ The Voices & The Context
- The Format: Casual interview podcast with hosts bantering on market headlines before diving into expert discussion.
- The Key Players:
- Hosts: Joe Weisenthal and Tracy Alloway – Bloomberg finance journalists with sharp, witty chemistry; they riff on AI infrastructure volatility and "old economy" turning "new."
- Guest: Tyler Rosenlicht, portfolio manager at Cohen & Steers focusing on global listed infrastructure and natural resource equities – expert on utilities, data centers, energy trends; interesting for his "boots on the ground" investing approach in a hype-driven space.
- The Vibe: Educational yet exciting – optimistic about infrastructure boom amid AI/energy crunch, with pragmatic warnings on risks; fun banter lightens dense topics.
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What you'll learn
- 1 (00:00) **🎙️ Introduction: Tyler Rosenlicht**
- 2 (01:45) **AI Infrastructure Shifts: Cooling Efficiency**
- 3 (05:15) **Guest Background and Sector Overview**
- 4 (06:54) **Investor Power Dynamics and Utility Capex Challenges**
- 5 (08:27) **Data Centers' Impact on Utility Bills**
- 6 (09:47) **Political and Location Risks for Data Centers**
- 7 (11:43) **Investment Process and Research Approach**
+ Full timestamped outline available in the app
Show Notes
One thing we can all agree on is that demand for energy, and in particular electricity, is growing by leaps and bounds. But past that, there is going to be a debate about who is best positioned, and who will really make money from this trend. Will it be companies digging up raw commodities? Will it be equipment companies? Will it be pipelines? Will it be utilities? On this episode of the podcast, we speak with Tyler Rosenlicht, a Senior Vice President Cohen & Steers. He is a portfolio manager for Global Listed Infrastructure and the firm's head of Natural Resource Equities. We talk about the general ideas behind infrastructure investing, how it works, how it's changed, and how he thinks about the ongoing boom in energy demand.
Read more:
JPMorgan, Brookfield See Deals Revival for Clean Energy Assets
Mideast Energy Fund Plans PE Push to Drive Wave of Deals
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