Travis Miller
Strategist for Morningstar Research Services covering energy companies.
Top 3 podcasts with Travis Miller
Ranked by the Snipd community
Dec 30, 2025 • 36min
Rising prices, rising capex: what's ahead for the US power sector in 2026
Travis Miller, a senior financial analyst at Morningstar Securities Research, and Sam Huntington, research director at S&P Global Energy, dive into the U.S. power sector amidst rising electricity prices. They discuss a $1.1 trillion capital expenditure forecast by utilities and the massive influence of data centers on demand. The duo also explores how policies are shaping renewable energy investment, the shifting landscape of utility stocks driven by new investor interests, and the implications for retail rates in the coming years.
Nov 1, 2024 • 26min
A Better Way to Use Leverage in Your ETF Portfolio
Bryan Armour, Director of Passive Strategies Research at Morningstar, shares insights on effectively using leverage in ETF portfolios. He discusses promising leveraged ETFs while addressing volatility drag and risks associated with them. Travis Miller, a strategist covering energy, dives into how tech companies are turning to nuclear energy to meet the surging demands of data centers. He explains the potential of small modular reactors in providing stable, carbon-free electricity, amidst the growing need for energy in the AI landscape.
Jul 19, 2024 • 15min
Is There a New Leader in the AI Race?
Sarah Hansen discusses the AI market rally and the Fab Five. Sean Dunlop talks about AI in the restaurant industry. Travis Miller explores utilities powering AI. Topics include AI outlook, tech companies' struggles, and AI stocks' revenue.
