Real Talk: The Charles Mizrahi Show

Subscribe to Charles' Alpha Investor newsletter today: https://pro.banyanhill.com/m/2353545 [https://pro.banyanhill.com/m/2353545] In this insightful episode of the Charles Mizrahi Show, we welcome back Mark Mills, a renowned energy expert and senior fellow at the Manhattan Institute. Join us as we explore the intricate relationship between artificial intelligence (AI) and energy consumption, and the significant impact this has on our future. Mark is also the author of The Cloud Revolution: How the Convergence of New Technologies Will Unleash the Next Economic Boom and A Roaring 2020s [https://a.co/d/3zLKxhs] Mark shares his recent testimony before the U.S. Senate Committee on Energy and Natural Resources, providing a firsthand account of the challenges and opportunities at the intersection of AI and energy. We delve into the practical realities of electric vehicles (EVs) and renewable energy sources, discussing the hurdles that need to be overcome for a successful transition. The conversation also covers the massive energy demands of data centers, which are poised to grow even further with the advancement of AI technologies. Mark compares the current AI revolution to past technological advancements, offering valuable insights into the future growth and energy requirements of AI. For investors, this episode highlights promising opportunities in the energy and tech sectors, focusing on companies that stand to benefit from the AI boom. We also examine the role of government regulation in shaping the energy infrastructure and the need for policy reform to support sustainable growth. Tune in for a compelling discussion that blends energy expertise with forward-thinking perspectives on technology and investment. Mark Mills' deep understanding of the energy landscape and his vision for the future make this a must-listen episode for anyone interested in the evolving dynamics of AI and energy. Don't miss out on this engaging and informative episode that promises to broaden your understanding of one of the most critical issues of our time. Topics Discussed: ● Introduction and Guest Welcome (00:00:00) ● Discussion on Energy and AI (00:03:01) ● Testimony Before the Senate (00:10:01) ● The Reality of EVs and Renewable Energy (00:17:01) ● Data Centers and Energy Consumption (00:25:01) ● The Future of AI and Energy (00:35:01) ● Comparison to Historical Technological Advances (00:45:01) ● Implications for Investors (00:55:01) ● The Role of Government and Regulation (1:05:01) ● Closing Remarks and Future Outlook (1:15:01) Guest Bio: Mark Mills is a physicist, senior fellow at the Manhattan Institute, and a faculty fellow at Northwestern University’s McCormick School of Engineering and Applied Science. He was named “Energy Writer of the Year” by the American Energy Society. He has written several award-winning books, including his latest The Cloud Revolution: How the Convergence of New Technologies Will Unleash the Next Economic Boom and A Roaring 2020s. The Biden administration plans to eliminate fossil fuels as a form of energy generation in the U.S. by 2035. Not so, says Mark. Resources Mentioned: The Cloud Revolution: How the Convergence of New Technologies Will Unleash the Next Economic Boom and A Roaring 2020s [https://a.co/d/3zLKxhs] Testimony of Mark P. Mills Executive Director, National Center for Energy Analytics May 21, 2024 [https://www.energy.senate.gov/services/files/03617E40-F2C7-488E-B620-4126904B5924] National Center for Energy Analytics [https://energyanalytics.org/] Follow me on Social Media! X: https://www.x.com/CharlesMizrahi [https://www.x.com/CharlesMizrahi] Facebook: https://www.facebook.com/CharlesMizrahiAlpha/ [https://www.facebook.com/CharlesMizrahiAlpha/] Instagram: https://www.instagram.com/charlesmizrahi_/ [https://www.instagram.com/charlesmizrahi_/] Don't Forget To... • Subscribe to my podcast! • Download this episode to save for later • Liked this episode? Leave a kind review!

Subscribe to Charles' Alpha Investor newsletter today: https://secured.banyanhill.com/journey/WMC-CMZMIRACLE-001/1?promocode=PCMZ4700&organization-abbreviation=BHP [https://secured.banyanhill.com/journey/WMC-CMZMIRACLE-001/1?promocode=PCMZ4700&organization-abbreviation=BHP] In this episode of the Charles Mizrahi Show, we sit down with Dave Cote, former CEO of Honeywell and current Executive Chairman of Vertiv Holdings Co.(NYSE: VRT). Join us as we delve into a compelling conversation about leadership, overcoming business challenges, and the transformative role of AI in the tech industry. Dave shares his journey from leading Honeywell to remarkable success, to steering Vertiv through the complexities of the AI data center market. We discuss the impact of inflation and supply chain issues, and how Vertiv has navigated these challenges to emerge stronger. Listen in as Dave offers valuable insights on effective leadership, managing during crises, and building a high-performance culture. We also explore his new book, "How to Be a Leader: 15 Minutes a Day to Establish Communication, Resiliency, Creativity, and Humility," where he shares practical advice for current and aspiring leaders. Additionally, Dave provides his perspective on American capitalism, the future of Vertiv, and the potential growth of Honeywell under new leadership. This episode is packed with actionable insights and inspiring stories that highlight the importance of thinking differently, staying resilient, and leading with purpose. Tune in for an engaging and informative discussion that will leave you with a deeper understanding of business leadership and the future of technology. Don't miss out on this opportunity to learn from one of the most respected leaders in the industry. Topics Discussed: • Introduction and Catch-Up (00:00:00) • Vertiv's Evolution and AI Impact (00:01:52) • Honeywell Legacy and Capitalism (00:05:30) • Understanding Data Centers (00:08:05) • AI Chips and Liquid Cooling (00:10:11) • The Q4 2021 Debacle (00:17:33) • Turning Around Vertiv (00:31:26) • Leadership and Management Changes (00:33:28) • New CEO and Team Dynamics (00:40:06) • Book Discussion: How to Be a Leader (00:44:09) • Company Culture and High-Performance (00:49:45) • American Dream and Opportunities (00:54:37) • Final Thoughts and Recommendations (00:56:49) Guest Bio: David Cote is a bestselling author, former CEO of Honeywell and the textbook definition of a strong leader. When he took the reins in 2002, Honeywell looked even worse on the inside than it did on the outside. But over the next 15 years, Cote scrubbed the company’s financial foundation and helped its operations thrive. Best of all, he took care of his employees and helped create millionaires among Honeywell shareholders. Resources Mentioned: -How to Be a Leader: 15 Minutes a Day to Establish Communication, Resiliency, Creativity, and Humility [https://a.co/d/bEZS0gu [https://a.co/d/bEZS0gu]] Don't Forget To... • Subscribe to my podcast! • Download this episode to save for later • Liked this episode? Leave a kind review!

Washington has spent nearly $2 trillion on “clean” energy incentives and is still pushing for a “Green New Deal”—all due to the prevailing concern about climate change. But what if they’re wrong? Today, I’m sitting down with the Department of Energy’s former Under Secretary of Science, Steve Koonin, to talk about the real facts behind modern climate science. Topics Discussed: * An Introduction to Steven Koonin (00:00:00) * Why Climate Change is a Hot-Button Issue (00:02:09) * Rising Sea Levels and Melting Ice Caps (00:08:19) * Hurricanes, Tornadoes and other Disasters (13:45) * What’s Causing Climate Change (00:19:53) * Climate Science’s Effect on Society(00:26:40) * Changing Weather Challenges Global Warming (00:33:36) * The Death of Fossil Fuels Has Been Greatly Exaggerated (00:38:41) Guest Bio: Steven Koonin is a theoretical physicist and former Under Secretary for Science at the Department of Energy. He’s also a former director at the Center for Urban Science and Progress, a professor at NYU’s Tandon School of Engineering, and author of Unsettled: What Climate Science Tells Us, What It Doesn't, and Why It Matters [https://www.amazon.com/Unsettled-Climate-Science-Doesnt-Matters/dp/1950665798].  Resources Mentioned: Unsettled: What Climate Science Tells Us, What It Doesn't, and Why It Matters [https://www.amazon.com/Unsettled-Climate-Science-Doesnt-Matters/dp/1950665798] Transcript: https://charlesmizrahi.com/podcast/ [https://charlesmizrahi.com/podcast/] Don't Forget To... * Subscribe to my podcast! * Download this episode to save for later * Liked this episode? Leave a kind review! Subscribe to Charles' Alpha Investor newsletter today: https://pro.banyanhill.com/m/2196282 [https://pro.banyanhill.com/m/2196282]

Oil and Gas pipelines have become a hot topic in today’s energy debates. New projects like the Keystone pipeline could help rein in rising oil and gas prices. But they’re meeting unprecedented resistance from politicians, environmentalists — and even bankers. Today I’m joined by Diana Furchtgott-Roth, who’s going to shed some light on the difference between green energy “pipe dreams” and real-world pipeline facts.  Topics Discussed:  * An Introduction to Diana Furchtgott-Roth (00:00:48)  * Transporting oil: Truck, Train, Tanker or Pipeline? (00:04:35)  * The Economic Reality of Climate Change (00:11:30)  * Giving Away America’s Energy Independence (00:23:10)  * The Government’s Green Energy Blunder (00:31:40)  Guest Bio:  Diana Furchtgott-Roth is an economist and adjunct professor of economics at George Washington University. She served as the chief economist of the United States Department of Labor, and she was nominated by President Donald Trump to serve as Assistant Secretary of Transportation for Research and Technology. She’s also a columnist for Forbes.com and author of Disinherited: How Washington Is Betraying America's Young [https://www.amazon.com/Disinherited-Washington-Betraying-Americas-Young/dp/1594038090].     Resources Mentioned:  Disinherited: How Washington Is Betraying America's Young [https://www.amazon.com/Disinherited-Washington-Betraying-Americas-Young/dp/1594038090]  Transcript: https://charlesmizrahi.com/podcast/ [https://charlesmizrahi.com/podcast/] Don't Forget To... * Subscribe to my podcast! * Download this episode to save for later * Liked this episode? Leave a kind review! Subscribe to Charles' Alpha Investor newsletter today: https://pro.banyanhill.com/m/2196282 [https://pro.banyanhill.com/m/2196282]

Biden’s Green Energy mandates have won over millions of Americans … but not Mark Mills.  Mark’s a physicist who was named “Energy Writer of the Year” by the American Energy Society.   He recently authored The Cloud Revolution: How the Convergence of New Technologies Will Unleash the Next Economic Boom and A Roaring 2020s. [https://www.amazon.com/Cloud-Revolution-Convergence-Technologies-Economic/dp/1641772301] And he runs a podcast called The Last Optimist, which features discussions with leading thinkers and innovators.  I sat down with Mark to talk about the real-world science behind transitioning an entire national economy to new forms of fuel — and why even President Biden doesn’t seem to believe his mandates are realistic.    Topics Discussed:  * An Introduction to Mark Mills (00:00:31)  * Biden’s State of the Union Slip-Up (00:01:42)  * Energy Mandates aren’t Based in Science (00:10:42)  * The Myth of Zero-Emission Electric Vehicles (00:17:40)  * Massive Energy Needs for EV Mining (00:23:50)  * China’s Toll on the Road to Renewable Resources (00:34:25)  * Cobalt Red and the Real-World Cost of EVs (00:40:15)  * The Rising Cost of EV Minerals (00:47:09)  * The Real Net Savings of Switching to EVs (00:53:27)  * Simple Math Points to Rising Oil Prices (1:00:00)     Guest Bio:  Mark Mills is a physicist, senior fellow at the Manhattan Institute, and a faculty fellow at Northwestern University’s McCormick School of Engineering and Applied Science. He was named “Energy Writer of the Year” by the American Energy Society.   He has written several award-winning books, including his latest The Cloud Revolution: How the Convergence of New Technologies Will Unleash the Next Economic Boom and A Roaring 2020s.   The Biden administration plans to eliminate fossil fuels as a form of energy generation in the U.S. by 2035. Not so, says Mark.   Resources Mentioned:  The Cloud Revolution: How the Convergence of New Technologies Will Unleash the Next Economic Boom and A Roaring 2020s.  [https://www.amazon.com/Cloud-Revolution-Convergence-Technologies-Economic/dp/1641772301]   Transcript: https://charlesmizrahi.com/podcast/ [https://charlesmizrahi.com/podcast/2022/08/23/from-lowest-greatness-will-bunch/]  Don't Forget To... • Subscribe to my podcast! • Download this episode to save for later • Liked this episode? Leave a kind review!