Today’s podcast episode explores the potential opportunities in the energy sector. The conversation also touches on the importance of supply and demand dynamics, the impact of geopolitical conflicts, and the role of AI companies in the energy space. It emphasizes the need for thorough research and careful consideration when investing in the energy sector.

Chapters

00:00 Introduction and Overview

03:23 Energy Stocks: Out of Favor but Potential Opportunities

06:22 Supply and Demand Dynamics in the Energy Sector

08:22 Value vs. Growth in the Energy Sector

13:48 The Race to the Grid: AI Companies and Energy Demand

24:26 Bottom-Up Approach to Researching Energy Companies

27:41 Top-Down Approach: Considering Macro Factors in Energy Investments

Roshan can be reached at [email protected] or at 202-536-4468. Adrian can be reached at [email protected] or at 703-915-8905. Erik can be reached at [email protected] or 815-940-4652.

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#retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #retirement #investing All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professionals.