How to Make Money From the Booming Demand for Energy

The conversation centers on infrastructure investment in an era defined by technological change and increasing energy demands. Tyler Rosenlicht, Portfolio Manager at Cohen and Steers, discusses the shift from stable infrastructure returns to the volatility introduced by technology, particularly AI. He notes the growing tension between the need for more energy and rising utility bills, highlighting how data centers can sometimes lower costs for ratepayers depending on local power systems and regulations. Rosenlicht also addresses the transition from an era of resource abundance to scarcity, impacting valuations and investment strategies in natural resources, and emphasizes the necessity of government intervention to catalyze supply responses in critical sectors like uranium and copper.