Episode Details

What happens when AI, data centers, and rising electricity demand collide with an aging power grid? In this episode of TCW Investment Perspectives, host Michael Reilly is joined by Eli Horton, Portfolio Manager for TCW's Thematic Equities and Durable Growth Equities Strategies, and Stan Miranda, Founder and CEO of the TrueNorth Institute, to explore what may be the Fifth Energy Transition, challenge common assumptions about the evolving energy landscape, and discuss where investors may find opportunities as one of the largest infrastructure buildouts in generations unfolds.