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MH+ Ep.38 Schumpeter’s Dream (guest: Paul Krake)

The Market Huddle

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Navigating the Electricity Grid Challenges Amid AI and Green Energy

The chapter explores the increasing demand for electricity driven by AI and the electrification of industries, emphasizing the need for sustainable energy sources. It covers the challenges in transitioning away from fossil fuels, the importance of infrastructure upgrades, and the growth potential of clean energy companies. Additionally, the discussion touches on the complexities of nuclear power, the shift towards natural gas, global energy trends, and predictions for market targets.

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