{"podcast":{"title":"Biz Talk Today TV","slug":"the-weekly-money-clip-6866050","podcast_index_feed_id":6866050,"rss_url":"https://feeds.megaphone.fm/weeklymoney-clip","website_url":"https://evergreenpodcasts.com","image_url":"https://megaphone.imgix.net/podcasts/10f20d1e-cc42-11ee-8d94-5706d5b24a85/image/5cc13661b0827ebafef67af39f137d5b.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"CrossCheck Media","episode_count":805,"summary":"Biz Talk Today TV is a cutting-edge business and media platform where business talks and ideas soar. Through its growing lineup of original programming, Biz Talk Today TV brings audiences premium conversations on Wall Street, investing, economics, entrepreneurship, politics, law, sports betting, and pop culture — featuring respected strategists, CEOs, economists, journalists, investors, and thought leaders from across the globe. From market-moving analysis on The Money Path, Hatfield Economics, Wayve Wire, Buy Hold Sell, and Financial Compass to high-energy sports coverage on Madden On The Line, Biz Talk Today TV offers a dynamic blend of intelligence, entertainment, and opportunity. Available worldwide across streaming television, mobile apps, and audio podcast platforms, Biz Talk Today TV is designed for modern audiences who want access anytime, anywhere. Whether watching on screen or listening in MP3 format, audiences can stay connected to breaking market trends, wealth-building strategies, macroeconomic insights, leadership perspectives, and cultural conversations that shape the world. Biz Talk Today TV is more than a network — it’s a destination for ambitious thinkers, invest…","last_synced_at":"2026-06-14T20:18:11.539001+00:00","page_url":"https://stenobird.com/podcast/the-weekly-money-clip-6866050"},"episode":{"title":"Oil to $100? AI Is Creating an Energy Supercycle | Rob Thummel on Natural Gas, Nuclear & OPEC","slug":"oil-to-100-ai-is-creating-an-energy-supercycle-rob-thummel-on-natural-gas-nuclear-opec","published_at":"2026-06-03T18:28:00+00:00","page_url":"https://stenobird.com/podcast/the-weekly-money-clip-6866050/oil-to-100-ai-is-creating-an-energy-supercycle-rob-thummel-on-natural-gas-nuclear-opec","show_page_url":"https://stenobird.com/podcast/the-weekly-money-clip-6866050","url":"https://traffic.megaphone.fm/FPMN1662603458.mp3","audio_url":"https://traffic.megaphone.fm/FPMN1662603458.mp3","summary":"Is the world entering a new energy supercycle? On this episode of The Money Path, host Todd M. Schoenberger sits down with Rob Thummel, Managing Director and Senior Portfolio Manager at Tortoise Capital, to discuss the powerful forces reshaping global energy markets. With oil inventories tightening, geopolitical tensions disrupting supply chains, and AI driving an unprecedented surge in electricity demand, Rob explains why energy may be one of the most important investment themes of the decade. ⚡ Key Topics Include: • Why oil prices could remain elevated throughout the year • OPEC's continuing role in balancing global energy markets • The impact of the Strait of Hormuz disruptions on supply and pricing • Why China, India, and the U.S. continue driving strong oil demand • Natural gas as Rob's top energy investment opportunity • The massive pricing gap between U.S., European, and Asian natural gas • LNG export growth and the companies positioned to benefit • Why \"Electricity Is the New Oil\" in the AI economy • Nuclear energy opportunities and Tortoise's TNUK ETF • How data centers, hyperscalers, and AI infrastructure are changing energy demand • The outlook for utilities, pipelines, midstream infrastructure, and energy stocks Rob also explains why natural gas, nuclear energy, and electricity infrastructure may become some of the most important long-term investment themes as AI spending accelerates into the trillions of dollars. If you're an investor looking for opportunities in energy, AI infrastructure, LNG exports, utilities, pipelines, or nuclear power, this conversation is essential viewing. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠…","meta_description":"Is the world entering a new energy supercycle? On this episode of The Money Path, host Todd M. Schoenberger sits down with Rob Thummel, Managing Director…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1535,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-weekly-money-clip-6866050/episodes/oil-to-100-ai-is-creating-an-energy-supercycle-rob-thummel-on-natural-gas-nuclear-opec/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-weekly-money-clip-6866050/oil-to-100-ai-is-creating-an-energy-supercycle-rob-thummel-on-natural-gas-nuclear-opec.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}