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)
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)
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)
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
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
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
Why the Crude Market Is Complacent and What That Means - 05.06.2026
Here's what you'll learn: Why crude markets may be too complacent: Which forward prices may not be reflecting tightening fundamentals What inventory data is signaling: The counter-seasonal draws an...
6 Touko 15min
