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Top Energy Expert Rob Thummel Shares BEST Sector Plays for 2025
Manage episode 487808949 series 3642467
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In the 42nd episode of the Market Misbehavior podcast, Dave speaks with Rob Thummel, Managing Director and Senior Portfolio Manager at Tortoise Capital. Rob describes how the energy sector is the "lifeblood of the economy" and breaks down the key industry groups within the sector. He shares how AI is transforming energy needs in the US and around the world, explains how US energy independence has impacted energy valuations and crude oil prices during periods of geopolitical turbulence, and reveals which groups and themes could provide the best opportunities through the course of 2025. Recorded 4/22/25.
You can learn more about Rob and the Tortoise funds at https://tortoisecapital.com/.
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The content in this presentation should not be considered as a recommendation to buy or sell any security. All information is intended for educational purposes only and in no way should be considered as investment advice.
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