Plugged In With Jed Dorsheimer

Jed Dorsheimer welcomes Doomberg for an in-depth discussion on the complexities of renewable energy integration and its impact on grid efficiency, exploring the challenges posed by the variability of renewables, the resurgence of nuclear power, and the critical role of natural gas in bridging the energy transition. The conversation also delves into the geopolitical implications of energy supply, the future of AI-driven energy demands, and the economic theories surrounding energy’s role in the global economy. *This episode was recorded on October 25, 2024

Jed Dorsheimer sits down with Andy Lees, founding partner of MacroStrategy Partnership, to explore the critical role of energy in our economy, touching on topics from renewables to inflation and the upcoming U.S. elections, and diving deep into the ways in which energy systems, economic growth, and social hierarchy intersect. *This episode was recorded on September 13, 2024.

Jed and Brad Viator, principal of energy advisory B Strategic, spend time discussing the significance of the PJM power auction, the role of renewables and their impact on the grid, the problem solving potential of energy storage, and what a grid of the future may look like.

Jed and Patrick Kent, CFA, CMT, explain the science behind biophysical economics, unravel the intricate relationship between energy and the real economy, and shed light on the profound impact energy has on our financial system.

Jed sits down with Nate Hagens, executive director of The Institute for the Study of Energy & Our Future (ISEOF), for a discussion on “energy blindness” and its repercussions on our understanding of energy’s foundational role in economics and daily life. Nate also introduces the concept of “energy primacy” and details how society’s rapid reliance on fossil fuels during the carbon pulse has led to undervaluing energy’s true worth.

In this inaugural episode, William Blair energy and sustainability equity research group head Jed Dorsheimer interviews Dr. David Murphy, associate professor of environmental studies at St. Lawrence University, to discuss the energy transition, the relationship between energy and our economy, and how the laws of thermodynamics can inform capital allocation strategies.