Artwork

Content provided by CrossCheck Media and Evergreen Podcasts | CrossCheck Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CrossCheck Media and Evergreen Podcasts | CrossCheck Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Why Energy Infrastructure Is Outpacing the S&P 500 | Rob Thummel on LNG, AI & 2025 Market Outlook

31:51
 
Share
 

Manage episode 481039076 series 3371224
Content provided by CrossCheck Media and Evergreen Podcasts | CrossCheck Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CrossCheck Media and Evergreen Podcasts | CrossCheck Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Why Energy Infrastructure Is Outpacing the S&P 500 | Rob Thummel on LNG, AI & 2025 Market Outlook

In this must-watch episode of Buy Hold Sell, hosts Tobin Smith (TransformityResearch.com) and Todd M. Schoenberger (CEO, CrossCheck Media) sit down with Rob Thummel, Managing Director and Senior Portfolio Manager at Tortoise Capital, to break down the energy market's current trends and future outlook. ⚡📊

Thummel offers expert insight into:

🔹 Dividend investing in energy stocks

🔹 Resilience of energy infrastructure during GDP slowdowns

🔹 The growing global role of U.S. Natural Gas and LNG Exports

🔹 Why “There is no AI without EI” (Energy Infrastructure)

🔹 Capital discipline, cybersecurity, and institutional investing

🔹 Master Limited Partnerships (MLPs) and midstream opportunities

🔹 Tariffs and geopolitical forces reshaping the energy landscape

📌 With companies like Cheniere Energy showing strong fundamentals, and a clear shift in the U.S. power industry, this episode is packed with strategic opportunities for savvy investors.

💡 Whether you’re investing in Hydrogen, Natural gas, or midstream giants, this discussion gives you the roadmap for energy investing in 2025 and beyond.

👉 Subscribe for weekly financial insights and strategy from Wall Street’s most trusted voices.

📨 Stay updated via: www.BizTalkTodayTV.com

🎥 A CrossCheck Media production | Distributed by Biz Talk Today TV (BTT)

Executive Producer: Todd M. Schoenberger

🔗 Website: ⁠https://crosscheckmanagement.com/⁠

📧 Contact on Email: [email protected]

📱 Follow us for real-time updates:

🔍 SEO-Optimized Keywords (for better discoverability!)

energy investing 2025, natural gas market outlook, dividend energy stocks, rob thummel interview, lng export strategy, tortoise capital insights, energy infrastructure investing, ai and energy, us energy dominance, hydrogen investment potential, midstream energy sector, mlp investment tips, cheniere energy analysis, gdp and oil correlation, tariffs energy impact, cybersecurity in energy sector, capital discipline oil companies, electricity generation trends, fossil fuel investing 2025, energy market predictions

📢 Hashtags for Reach & Engagement

⁠#BuyHoldSell⁠ ⁠#EnergyInvesting⁠ ⁠#RobThummel⁠ ⁠#TortoiseCapital⁠ ⁠#NaturalGas⁠ ⁠#LNGExports⁠ ⁠#DividendStocks⁠ ⁠#EnergyInfrastructure⁠ ⁠#AIandEnergy⁠ ⁠#CheniereEnergy⁠ ⁠#MLPs⁠ ⁠#HydrogenInvesting⁠ ⁠#ToddSchoenberger⁠ ⁠#TobinSmith⁠ ⁠#CrossCheckMedia⁠ ⁠#BTT⁠ ⁠#EnergyMarket2025⁠ ⁠#OilAndGasOutlook⁠ ⁠#InvestmentStrategy⁠ ⁠#FinancialNews⁠ ⁠#DividendStocks⁠ ⁠#MLPs⁠ ⁠#NaturalGas⁠ ⁠#LNGExports⁠ ⁠#EnergyInvestment⁠ ⁠#CheniereEnergy⁠ ⁠#Cybersecurity⁠ ⁠#EnergyMarkets⁠ ⁠#AIandEnergy⁠ ⁠#TransformityResearch⁠ ⁠#CrossCheckMedia⁠ ⁠#EnergyInfrastructure⁠ ⁠#InvestmentStrategy⁠ ⁠#RobThummel⁠ ⁠#TortoiseCapital⁠ ⁠#DividendInvesting⁠ ⁠#NaturalGas⁠ ⁠#LNG⁠ ⁠#EnergyMarkets⁠ ⁠#CheniereEnergy⁠ ⁠#Cybersecurity⁠ ⁠#AIinEnergy⁠ ⁠#BuyHoldSell⁠ ⁠#TransformityResearch⁠ ⁠#CrossCheckMedia⁠

⁠#EnergyPodcast⁠ ⁠#RobThummel⁠ ⁠#TortoiseCapital⁠ ⁠#EnergyInfrastructure⁠ ⁠#DividendStocks⁠ ⁠#MLPs⁠ ⁠#NaturalGas⁠ ⁠#LNGExports⁠ ⁠#InvestmentStrategy⁠ ⁠#CheniereEnergy⁠ ⁠#Cybersecurity⁠ ⁠#AIandEnergy⁠ ⁠#BuyHoldSell⁠ ⁠#TransformityResearch⁠ ⁠#CrossCheckMedia⁠ ⁠#BTT⁠ ⁠#BizTalkTodayTV⁠ ⁠#TobinSmith⁠ ⁠#ToddSchoenberger⁠ ⁠#ToddMSchoenberger⁠

  continue reading

251 episodes

Artwork
iconShare
 
Manage episode 481039076 series 3371224
Content provided by CrossCheck Media and Evergreen Podcasts | CrossCheck Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CrossCheck Media and Evergreen Podcasts | CrossCheck Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Why Energy Infrastructure Is Outpacing the S&P 500 | Rob Thummel on LNG, AI & 2025 Market Outlook

In this must-watch episode of Buy Hold Sell, hosts Tobin Smith (TransformityResearch.com) and Todd M. Schoenberger (CEO, CrossCheck Media) sit down with Rob Thummel, Managing Director and Senior Portfolio Manager at Tortoise Capital, to break down the energy market's current trends and future outlook. ⚡📊

Thummel offers expert insight into:

🔹 Dividend investing in energy stocks

🔹 Resilience of energy infrastructure during GDP slowdowns

🔹 The growing global role of U.S. Natural Gas and LNG Exports

🔹 Why “There is no AI without EI” (Energy Infrastructure)

🔹 Capital discipline, cybersecurity, and institutional investing

🔹 Master Limited Partnerships (MLPs) and midstream opportunities

🔹 Tariffs and geopolitical forces reshaping the energy landscape

📌 With companies like Cheniere Energy showing strong fundamentals, and a clear shift in the U.S. power industry, this episode is packed with strategic opportunities for savvy investors.

💡 Whether you’re investing in Hydrogen, Natural gas, or midstream giants, this discussion gives you the roadmap for energy investing in 2025 and beyond.

👉 Subscribe for weekly financial insights and strategy from Wall Street’s most trusted voices.

📨 Stay updated via: www.BizTalkTodayTV.com

🎥 A CrossCheck Media production | Distributed by Biz Talk Today TV (BTT)

Executive Producer: Todd M. Schoenberger

🔗 Website: ⁠https://crosscheckmanagement.com/⁠

📧 Contact on Email: [email protected]

📱 Follow us for real-time updates:

🔍 SEO-Optimized Keywords (for better discoverability!)

energy investing 2025, natural gas market outlook, dividend energy stocks, rob thummel interview, lng export strategy, tortoise capital insights, energy infrastructure investing, ai and energy, us energy dominance, hydrogen investment potential, midstream energy sector, mlp investment tips, cheniere energy analysis, gdp and oil correlation, tariffs energy impact, cybersecurity in energy sector, capital discipline oil companies, electricity generation trends, fossil fuel investing 2025, energy market predictions

📢 Hashtags for Reach & Engagement

⁠#BuyHoldSell⁠ ⁠#EnergyInvesting⁠ ⁠#RobThummel⁠ ⁠#TortoiseCapital⁠ ⁠#NaturalGas⁠ ⁠#LNGExports⁠ ⁠#DividendStocks⁠ ⁠#EnergyInfrastructure⁠ ⁠#AIandEnergy⁠ ⁠#CheniereEnergy⁠ ⁠#MLPs⁠ ⁠#HydrogenInvesting⁠ ⁠#ToddSchoenberger⁠ ⁠#TobinSmith⁠ ⁠#CrossCheckMedia⁠ ⁠#BTT⁠ ⁠#EnergyMarket2025⁠ ⁠#OilAndGasOutlook⁠ ⁠#InvestmentStrategy⁠ ⁠#FinancialNews⁠ ⁠#DividendStocks⁠ ⁠#MLPs⁠ ⁠#NaturalGas⁠ ⁠#LNGExports⁠ ⁠#EnergyInvestment⁠ ⁠#CheniereEnergy⁠ ⁠#Cybersecurity⁠ ⁠#EnergyMarkets⁠ ⁠#AIandEnergy⁠ ⁠#TransformityResearch⁠ ⁠#CrossCheckMedia⁠ ⁠#EnergyInfrastructure⁠ ⁠#InvestmentStrategy⁠ ⁠#RobThummel⁠ ⁠#TortoiseCapital⁠ ⁠#DividendInvesting⁠ ⁠#NaturalGas⁠ ⁠#LNG⁠ ⁠#EnergyMarkets⁠ ⁠#CheniereEnergy⁠ ⁠#Cybersecurity⁠ ⁠#AIinEnergy⁠ ⁠#BuyHoldSell⁠ ⁠#TransformityResearch⁠ ⁠#CrossCheckMedia⁠

⁠#EnergyPodcast⁠ ⁠#RobThummel⁠ ⁠#TortoiseCapital⁠ ⁠#EnergyInfrastructure⁠ ⁠#DividendStocks⁠ ⁠#MLPs⁠ ⁠#NaturalGas⁠ ⁠#LNGExports⁠ ⁠#InvestmentStrategy⁠ ⁠#CheniereEnergy⁠ ⁠#Cybersecurity⁠ ⁠#AIandEnergy⁠ ⁠#BuyHoldSell⁠ ⁠#TransformityResearch⁠ ⁠#CrossCheckMedia⁠ ⁠#BTT⁠ ⁠#BizTalkTodayTV⁠ ⁠#TobinSmith⁠ ⁠#ToddSchoenberger⁠ ⁠#ToddMSchoenberger⁠

  continue reading

251 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Listen to this show while you explore
Play