{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Brown Advisory CIO Perspectives","title":"The Energy Opportunity: AI, Power and the Next Investment Cycle","html":"","width":"100%","height":180,"duration":2443,"description":"In this episode of CIO Perspectives, host Sid Ahl is joined by Eliza Erikson, Head of Impact Investing and Advice, for a wide-ranging discussion on the intersection of artificial intelligence, energy demand and long-term investment opportunities. Sid and Eliza explore how the rapid acceleration of AI is reshaping global energy markets and creating an urgent need for new power generation, storage and infrastructure. They discuss why energy innovation is increasingly being driven by economics rather than ideology, how investors should think about the evolving energy landscape and where opportunities are emerging across public and private markets.The conversation also examines the role of regulation, affordability and energy security, as well as the challenges of balancing AI-driven growth with the needs of communities, consumers and the broader economy. Sid and Eliza consider what this new era of technological and energy transformation could mean for investors, and why a disciplined, long-term perspective may be critical to navigating both the risks and opportunities ahead.---The views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon as investment advice, nor are they intended to be a forecast of future events or a guarantee of future results. The information provided in this podcast is not intended to be, and should not be considered, a recommendation or suggestion to engage in, or refrain from, a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary...","thumbnail_url":"https://img.transistorcdn.com/cea_fOg5jD6VQyMZUcehYYYmXt8p6FTDovdCQNfQYsc/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zNTgx/M2UyMzE5NWUyNjg1/YTVkN2Y4ZDk4NjU2/Yzk3OC5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}