Global Head of Sustainability Research and US Power and Utilities team at Morgan Stanley discuss powering the GenAI revolution, focusing on the growing power needs, data center sustainability, and challenges in meeting power demands. They highlight the rapid growth in global power demand from data centers and the critical moment of addressing power needs for advancing technology.

Generative AI has the potential to reshape the US economy and labor market. The guests, Stephen Byrd and Seth Carpenter, explore the macro impacts of Gen A.I, including productivity and the labor market. They emphasize the importance of reskilling and discuss the potential changes in the nature of work. This episode highlights the need for corporate and government support to adapt to the demand generated by generative AI.

Special Encore: US Economy: What Generative AI Means for the Labor Market discusses the potential impact of generative AI on the US economy and labor market. The guests, Stephen Byrd, Morgan Stanley's Global Head of Sustainability Research, and Seth Carpenter, the Global Chief Economist, explore the macro implications, including increased productivity and potential job displacement. They also discuss the importance of reskilling workers and the shift towards valuing skills over credentials.

Stephen Byrd, the Global Head of Sustainability Research at Morgan Stanley, dives into the pressing energy demands of AI and data centers. He discusses the clash between rising energy needs and the limited power supply. Byrd also shares insights on the partnership between nuclear power and crypto mining, spotlighting Talon Energy's innovative approach with Amazon. The conversation highlights emerging investment opportunities in sustainable energy and the exciting intersection of AI, sustainability, and job innovation in the sector.

Stephen Byrd, Morgan Stanley's Global Head of Sustainability Research, discusses the potential negative effects of a strong El Niño event on food inflation, commodities markets, and climate change. Exploring the cyclical patterns and potential impacts of El Niño on various industries, emerging markets, and ESG factors, Byrd highlights the need for investors to consider climate change impacts.