A.I. Power Shortage. Plus, Oil & Gas Sto...

A conversation with Torsten Slok about tech spending, housing, rates, and markets. Plus, Jack does some toaster math on data centers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. 

If Netflix is suddenly flopping, what does it mean for companies trying to mimic it? Jack has thoughts. Plus, a top technology fund manager discusses AI investing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of person ... Show More

From SpaceX to Amazon, Jack ranks corporate insurgencies using his custom Schump scale. Plus a top banking analyst talks Capital One. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. 

<p>Host Ed Coyne is joined by data center analyst Alan Howard for a deep dive on how the digital economy and AI are driving demand for new, clean, baseload power.</p><p>This podcast is provided for information purposes only from sources believed to be reliable. However, Sprott do ... Show More

<p>MacroVoices Erik Townsend and Patrick Ceresna welcome energy markets guru Dr. Anas Alhajji to the show to take a deep dive on energy markets – particularly oil and gas. They discuss Russia’s war campaign, OPEC+ spare capacity, Europe’s dependency on Russian natural gas and how ... Show More

From geopolitical tensions, surging gas prices and energy shortages, how are major companies dealing with the energy transition? In the latest episode of Exchanges at Goldman Sachs, Giulia Chierchia, Executive Vice President of Strategy, Sustainability & Ventures at bp, and Miche ... Show More

With just over three weeks left for Conservative party members to cast their votes in the leadership race, candidates have been trading blows over the soaring cost of energy. Jamie Rush, Chief European Economist at Bloomberg Economics breaks down what it means for the wider econo ... Show More

As read by George Hahn. https://www.profgalloway.com/big-energy/ Learn more about your ad choices. Visit podcastchoices.com/adchoices 

Artificial intelligence needs power, and lots of it. If all the data centers in the current US pipeline get built, they could suck up the electricity from 100 nuclear power plants and still be left wanting more. One obvious solution for supplying this massive demand is natural ga ... Show More