Rob Thummel

Rob Thummel, a senior investment professional at Tortoise Capital with decades of energy expertise, discusses why electricity is becoming the new oil. He highlights how AI is driving unprecedented electricity demand, predicting a future need equivalent to adding three Japan-sized energy capacities by 2050. Thummel explores the roles of natural gas, renewables, and the resurgence of nuclear energy. He also shares insights on energy infrastructure's stability and why it's a promising area for investors amid today's shifting energy landscape.

Cristina Lindblad, Global Economics Editor, analyzes how Trump's presidency could reshape economic and foreign policies. Fran Katsoudas from Cisco discusses the company's strategic responses to changing U.S. government policies. Mark Gurman shares insights on Apple's innovative satellite connectivity for its smartwatch. Rob Thummel provides a deep dive into the evolving electric vehicle market landscape. Lastly, Melissa Otto evaluates the influence of tech stocks on the S&P 500's performance, especially highlighting NVIDIA's impact.

Nick Wadhams, Bloomberg News National Security Team Leader, and Rob Thummel, Senior Portfolio Manager at Tortoise Capital, dive deep into the escalating Israel-Iran conflict. They discuss President Trump's remarks on Iran's desire for de-escalation and its implications for U.S. involvement. Wadhams analyzes the geopolitical dynamics at play, while Thummel sheds light on how these tensions are affecting global oil markets. The dialogue highlights the intricate relationship between political events and energy investments, showcasing the market's surprising resilience amidst turmoil.