Відео

In an interview with Seeking Alpha's Investing Experts Podcast hosted by Rena Sherbill, we cover the growth and evolving landscape of energy, technology and artificial intelligence. Ahead of big tech earnings, we discuss growth areas and what firms are doing. Related podcast version below: seekingalpha.com/article/4730685-ai-data-centers-and-energy-demand

After attending the Atlanta Federal Reserve Bank's conference on AI, Big Data and Remote Work, a few takeaways and notable highlights are offered. The viewpoint is from a 30,000-foot vantage point. Note: The 1700 Ai models are noted as being on the MSFT Azure platform.

In a Seeking Alpha interview with Rena Sherbill for their investing podcast, we cover a lot of terrain about big tech, AI, data center energy demand, oil and gas, and more. See a related article on Seeking Alpha: seekingalpha.com/article/4721050-measuring-energy-demand-for-big-tech-and-ai-gigawatts-bcfs-and-gpus Podcast version: seekingalpha.com/article/4721411-where-energy-and-tech-meet-oil-an...

Invited for the SG Long Financial podcast "Long Thoughts," advisor Bob Seidenschwarz and chief investment officer Rob Richardson interview Jennifer Warren about her past and upcoming work in energy and new infrastructure, plus AI and digital infrastructure's implications and outlook. The past conference talks at University of Montana are noted, as well as the New York City Investor Summit this ...

In an interview with strategy and entrepreneurship professor Wendy Bradley of SMU Cox, we discuss her latest research on how piracy impacts movie box office. Her results also have implications for creative goods, digital and information goods, and release strategies and rollouts. Of course, there are IP considerations too, and the type of movie plays a big role in the impact of piracy on revenu...

From the April 16th 2024 panels, Central and Southwest Asia Studies at University of Montana with World Affairs, I offer a few takeaways of recent events in the Middle East, the visit by the Consul General of India, and my energy observations of relevance. Correction: India is 9 years ahead on its Paris commitments vs SDGs. Those are fast-tracked however.

In an interview with Michael Hopkins of Seeking Alpha, Jennifer Warren speaks about energy markets, trends, infrastructure and investment implications. A written follow-up is @ Seeking Alpha seekingalpha.com/article/4705971-new-economy-groundwork-the-us-future-is-also-an-energy-future After the energy fundamentals and slides, we discuss: election outcomes and oil and gas implications, plus bitc...

In an interview with Jonathan Grammer, landman and energy expert, we discuss developments in energy, grids, resources and minerals such as lithium. Also mentioned are grid dynamics in Texas. We intersect with foundational resource issues connected to economic activity, global dependency and growth. Some topics: Triangle growth issues, energy and water (0:48) NAPE, AI, minerals (7:59) Consolidat...

Final in the road trip in E Texas backroads series, (we're a bit hysterical for some reason I have forgotten), the dark road and craggy vegitation just work.

On the paved part of a country road outside of Greenville, Texas, we drive to Hopeless Wanderer.

In a clip from longer form interview and discussion with Jonathan Grammer, we cover oil and gas consolidation from a Texas lands point of view with implications for other basins, plus a note about solar happenings.

Risk On/Risk Off Show from LinkedIn Live, an interview about energy, where it has been and where things are going. Brian Hunt's audience were risk-focused professionals. Topics covered include: Background Shale boom chronicles (3:00) The Europe days (4:30) From whence came shale and its geopolitical impact (7:28) It hits, U.S. LNG and exports (11:50) As energy producer, what it affords (13:40) ...

In advance of Nvidia's earnings call, I look at the period of late May 2023, when the stock rose from $300 to $400, and now $950 a share. Nvidia announces May 22, after which stories will fly. This is all a humbling journey. And shout out to @SeekingAlpha in advance of #SAinvestingsummit See also: seekingalpha.com/article/4694825-parallel-universes-ai-energy-and-chips I had produced a series of...

Pipelines, Power and Prices: Oil and Gas Macro Outlook

Energy Transition: Mining, Minerals, Materials and More

Capturing the Eclipse Before, During and After Totality on the Path

Eclipsed: Energy and Innovation Move into the Light

The Color of the Energy Transition II: Regeneration

The Color of the Energy Transition: A Texas Point of View

Polarized: Online Engagement Study Reveals Something Positive

Why the Mergers in Oil and Gas?

Pipeliner's Dream: America's Robust Energy Infrastructure

Texas Economy: Running Hot and Energy

Chronicling the U.S. Shale Booms

Global Energy, Macro Themes and Cutting Through the Mist

Enhanced Oil Recovery: Getting to the Last Drop

Lay of The Land: Texas Growth Dynamics and Energy

Decentralized Platforms, Token Economics, and ICOs: Getting It Right

Energy Transition Brushstrokes for NY Investor Conference: Trends and Some Sustainable Projects