{"podcast":{"title":"In the Money with Amber Kanwar","slug":"in-the-money-with-amber-kanwar-7168627","podcast_index_feed_id":7168627,"rss_url":"https://feeds.transistor.fm/in-the-money","website_url":"http://www.inthemoneypod.com","image_url":"https://img.transistorcdn.com/DNO7Ky-oV5ULT22kKzBToJNb94bIIy2Qu-DeDVtIR1s/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zZmQy/OWMwNmEzY2Y0YTg1/NjM4MjQ3Y2NjMWYy/Zjk1My5qcGc.jpg","author":"Amber Kanwar","episode_count":158,"summary":"In the Money with Amber Kanwar brings you actionable ideas from top money managers to help you make profitable decisions. As one of Canada’s most recognizable business journalists and the former host of BNN Bloomberg’s Market Call, join Amber as her guests answer your questions on individual stocks and offer their best investment ideas.","last_synced_at":"2026-07-23T16:19:21.369902+00:00","page_url":"https://stenobird.com/podcast/in-the-money-with-amber-kanwar-7168627"},"episode":{"title":"Electricity is the New Oil: The Trades Powering the Next Energy Boom","slug":"electricity-is-the-new-oil-the-trades-powering-the-next-energy-boom","published_at":"2026-05-21T10:00:00+00:00","page_url":"https://stenobird.com/podcast/in-the-money-with-amber-kanwar-7168627/electricity-is-the-new-oil-the-trades-powering-the-next-energy-boom","show_page_url":"https://stenobird.com/podcast/in-the-money-with-amber-kanwar-7168627","url":"https://share.transistor.fm/s/1ef7d970","audio_url":"https://media.transistor.fm/1ef7d970/1baaa51b.mp3","summary":"Global electricity demand is growing more than twice as fast as overall energy demand, according to the International Energy Agency—so how should investors be positioned to capitalize on this explosive shift? On this episode of In the Money with Amber Kanwar , Robert Thummel, Managing Director & Senior Portfolio Manager at Tortoise Capital, explains why “electricity is the new oil” and how the rise of AI, data centres, and electrification is driving a once-in-a-generation opportunity across energy infrastructure, natural gas, and power generation. With over 30 years of experience investing through multiple commodity cycles, he lays out why investors should be looking beyond traditional oil producers and instead focusing on the assets powering the next wave of global growth—pipelines, utilities, and natural gas systems with durable cash flows and rising demand. He breaks down why low natural gas prices may actually be bullish, how North America has a structural advantage in the global AI race thanks to cheap energy, and why infrastructure assets—from pipelines to power grids—are becoming increasingly valuable due to their scarcity and stability. He also weighs in on Canada’s opportunity to become a more reliable global energy supplier, the risks around new pipeline construction, and why energy could continue to attract capital as investors rotate out of mega-cap tech and into high free cash flow sectors. In the Mailbag, Thummel shares his take on a wide range of stocks across the energy value chain, including the potential tie-up between NextEra Energy (NEE) and Dominion Energy (D), and what surging electricity demand means for utilities. He discusses infrastructure names like Targa Resources (TRGP) and MPLX (MPLX), breaking down volume growth, dividend sustainabili…","meta_description":"Global electricity demand is growing more than twice as fast as overall energy demand, according to the International Energy Agency—so how should investor…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3517,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/in-the-money-with-amber-kanwar-7168627/episodes/electricity-is-the-new-oil-the-trades-powering-the-next-energy-boom/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/in-the-money-with-amber-kanwar-7168627/electricity-is-the-new-oil-the-trades-powering-the-next-energy-boom.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}