Why Energy Infrastructure Is Outpacing the S&P 500 | Rob Thummel on LNG, AI & 2025 Market Outlook

In this must-watch episode of Buy Hold Sell, hosts Tobin Smith (TransformityResearch.com) and Todd M. Schoenberger (CEO, CrossCheck Media) sit down with Rob Thummel, Managing Director and Senior Portfolio Manager at Tortoise Capital, to break down the energy market's current trends and future outlook.

⚡📊 Thummel offers expert insight into:

🔹 Dividend investing in energy stocks

🔹 Resilience of energy infrastructure during GDP slowdowns

🔹 The growing global role of U.S. Natural Gas and LNG Exports

🔹 Why “There is no AI without EI” (Energy Infrastructure)

🔹 Capital discipline, cybersecurity, and institutional investing

🔹 Master Limited Partnerships (MLPs) and midstream opportunities

🔹 Tariffs and geopolitical forces reshaping the energy landscape

📌 With companies like Cheniere Energy showing strong fundamentals, and a clear shift in the U.S. power industry, this episode is packed with strategic opportunities for savvy investors.

💡 Whether you’re investing in Hydrogen, Natural gas, or midstream giants, this discussion gives you the roadmap for energy investing in 2025 and beyond.

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🎥 A CrossCheck Media production | Distributed by Biz Talk Today TV (BTT) Executive Producer: Todd M. Schoenberger

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📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent. CrossCheck Media and Biz Talk Today TV disclaim any liability for financial loss or damages arising from the use of this content.