Tortoise QuickTake Podcast with James Mick

Tortoise QuickTake Podcast with James Mick

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Jaksot(516)

Oil Is Rising. Power Demand Is Surging. What Comes Next?

Oil Is Rising. Power Demand Is Surging. What Comes Next?

Here’s what you’ll learn:Why energy has held up: Even as oil prices and interest rates moved higher.What’s pressuring global oil and LNG: Geopolitical disruptions continue to reshape supply.Why diesel...

6 Loka 13min

What the NFL Can Teach Us About Energy Markets & AI Infrastructure (September 10)

What the NFL Can Teach Us About Energy Markets & AI Infrastructure (September 10)

Here's what you'll learn:What August performance tells us about energy markets: How crude oil, natural gas, energy equities, midstream and utilities performed during the monthWhat the new Fed chair co...

11 Syys 8min

Tortoise AI Infrastructure Fund (TCAI) 1-Year Recap (August 17)

Tortoise AI Infrastructure Fund (TCAI) 1-Year Recap (August 17)

Here’s what you’ll learn: How the Tortoise AI Infrastructure ETF (TCAI) has performed in its first year and what’s behind its strong growth in assets and flows Why AI infrastructure extends beyond ...

17 Elo 12min

What Moved and What Stayed the Same for Energy Markets in Q2 (August 5)

What Moved and What Stayed the Same for Energy Markets in Q2 (August 5)

Here's what you'll learn: Why the S&P 500 remained relatively flat in July and how the broader energy sector performed Why crude oil prices aren't higher after the Iran conflict hit its sixth month...

5 Elo 11min

Mid-Year 2026 Investment Outlook: Pipelines, Gas, and Growth (July 14)

Mid-Year 2026 Investment Outlook: Pipelines, Gas, and Growth (July 14)

Here's what you'll learn:  How the global AI race will fuel energy demand for many years in what we are calling "the age of electricity"  Why natural gas is poised to be the biggest near-term winne...

14 Heinä 12min

Is AI Growth Really Constrained and What That Means For Investors: Energy QuickTake in 10 (June 15)

Is AI Growth Really Constrained and What That Means For Investors: Energy QuickTake in 10 (June 15)

Here's what you'll learn:  What’s driving recent volatility in AI infrastructure stocks: Why interest rates, capital markets activity, and investor positioning have pressured the sector.  Why AI sp...

15 Kesä 14min

What Moved Energy Markets in May - 06.03.2026

What Moved Energy Markets in May - 06.03.2026

From what drove energy markets in May (and what didn't) to earnings season insights, oil market developments, AI-driven power demand, and key themes to watch this summer, Brian recaps the month of May...

3 Kesä 12min

What AI Buildout Could Really Look Like for Portfolios - 05.18.2026

What AI Buildout Could Really Look Like for Portfolios - 05.18.2026

Here's what you'll learn: Why natural gas demand may continue rising: From LNG exports to AI adoption and electrification trends What pipeline constraints are signaling: How the growing need for in...

18 Touko 11min

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