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Which podcasts are discussing ETN?
7 ATTRIBUTED IDEAS · 6 EPISODES · 5 SHOWS
The shows
Monetary Matters with Jack Farley
Real Vision Daily Briefing
Animal Spirits
The Meb Faber Show
Wealthion - Be Financially Resilient
Where the discussion went deepest
14 AUG3D AGOTHE MEB FABER SHOW · 12:00
US electrical infrastructure multi-decade boom
“The bull case argued: the US is at the start of a 5-15 year boom in electrical infrastructure investment, reversing two decades of flat generation capacity, which is tightly linked to real economic growth.”
Luke Gromen: The Bull Market That Loses You Money
Core thesis · 5/5Verify in source →
29 JUN29 JUNANIMAL SPIRITS · 02:40
Modernizing power grids for AI compute demand
“The expansion and modernization of global power grid infrastructure was presented as a critical picks-and-shovels investment thesis to alleviate energy bottlenecks in the AI build-out.”
Talk Your Book: Investing in the Power Grid
Core thesis · 5/5Verify in source →
12 AUG5D AGOREAL VISION DAILY BRIEFING · 14:00
Eaton as a resilient data center infrastructure pick
“The bullish case for Eaton was its exposure to the data center build-out via electrical switching products, combined with exceptional technical strength during the recent market correction.”
Gold Is Outperforming Bitcoin - Can It Continue?
In depth · 4/5Verify in source →
18 JUN18 JUNMONETARY MATTERS WITH JACK FARLEY
Broad electrification thesis extends beyond data centers
“The speaker argues that global electrification demand goes far beyond AI data centers, fueled by decades of grid underinvestment and manufacturing reshoring, favoring established market leaders over speculative picks.”
The US Manufacturing and Electrification Megatrends Are Here and They’re Way More Than AI · with Chris Semenuk
In depth · 4/5Verify in source →
18 JUN18 JUNMONETARY MATTERS WITH JACK FARLEY
Equipment makers benefit from long-term service backlogs
“Large power equipment manufacturers offer multi-year earnings visibility due to expanding equipment backlogs paired with high-margin long-term service contracts.”
The US Manufacturing and Electrification Megatrends Are Here and They’re Way More Than AI · with Chris Semenuk
In depth · 4/5Verify in source →
15 MAY15 MAYREAL VISION DAILY BRIEFING · 20:00
Power is the key AI bottleneck
“The investment thesis focused on scarcity, identifying power generation and management as a critical bottleneck and investment opportunity in the AI build-out.”
Clarity Act Clears a Milestone: Is This the Catalyst?
In depth · 4/5Verify in source →
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