The Values Exchange Podcast
Energy impacts far more than the price you pay at the pump. In this episode of The Values Exchange, Mike Crews sits down with Brad Olson, Co-Founder and Portfolio Manager at Recurrent Investment Advisors, to discuss how energy markets shape inflation, global stability, AI growth, and investment portfolios. Brad shares how his time living in Russia shaped his perspective on energy, property rights, rule of law, and the geopolitical importance of reliable energy supply. He also explains how the United States has shifted from a major energy importer to one of the world’s most important energy suppliers, and why that change matters for investors. The conversation also covers why energy may be underrepresented in many portfolios, how energy prices can affect cost-of-living inflation, and why AI data centers are creating new demand for electricity and natural gas. Topics discussed: • Energy investing and portfolio exposure • U.S. energy exports and global markets • Energy as a potential inflation hedge • AI, data centers, and power demand • Geopolitical risk and energy security • Common misconceptions about oil, gas, and renewables
41 episodios
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