January 15, 2026· 51 min

How to Make Money From the Booming Demand for Energy

Tyler Rosenlicht

Orality

Model

50%

Speaker Breakdown

HostJoe Weisenthal(2,214 words)

M:28%

HostTracy Alloway(1,423 words)

M:28%

GuestTyler Rosenlicht(6,562 words)

M:28%

Oral Indicators

Agonistic25%

literally, completely, huge

Engagement76%

you, our, your

Memory Aids100%

listen, now, like

Repetition100%

like (133x), it's (114x), about (107x)

Parallelism81%

And I'm Tracy Alloway...., But one that sort of caught my..., And a bunch of those, like, co...

Sound Patterns94%

108 question(s), alliteration: "markets move", alliteration: "barclays brief"

Formulaic Phrases3%

let me tell you, i mean

Literate Indicators

Hedging6%

may, relatively, maybe

Passive Voice5%

be tapped, being used, be burdened

Abstract Nouns19%

investment, recommendation, business

Subordination5%

because, since, while

Sentence Length30%

Avg: 12.5 words/sentence

Word Complexity49%

investment, analyze, anticipate

Academic Markers0%

Impersonal Style24%

876 personal pronouns found

Descriptive Style81%

literally, completely, apply

Description

One thing we can all agree on is that demand for energy, and in particular electricity, is growing by leaps and bounds. But past that, there is going to be a debate about who is best positioned, and who will really make money from this trend. Will it be companies digging up raw commodities? Will it be equipment companies? Will it be pipelines? Will it be utilities? On this episode of the podcast, we speak with Tyler Rosenlicht, a Senior Vice President Cohen & Steers. He is a portfolio manager for Global Listed Infrastructure and the firm's head of Natural Resource Equities. We talk about the general ideas behind infrastructure investing, how it works, how it's changed, and how he thinks about the ongoing boom in energy demand. Read more: JPMorgan, Brookfield See Deals Revival for Clean Energy Assets Mideast Energy Fund Plans PE Push to Drive Wave of Deals Only http://Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots Subscribe to the Odd Lots Newsletter Join the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.

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