Macro strategist Luke Gromen, founder and president of Forest for the Trees, joins William Blair’s Jed Dorsheimer, group head of energy and power technologies research, to explore the intricate relationship between gold, energy, and the evolving global monetary order. The conversation unpacks the historical shifts from Bretton Woods to the petrodollar, the rise of China, and why energy remains the foundation for economic resilience and future prosperity.
Jed Dorsheimer and guest Amir Vexler, CEO of Centrus Energy Corp., dig into the realities of nuclear energy’s comeback, focusing on the supply chain bottlenecks, shifting U.S. policy, and the technical evolution of reactor designs. Their conversation offers a clearer look at how energy independence, market pressures, and new technologies are reshaping the nuclear sector’s future.
Dr. Carey W. King from the University of Texas at Austin delves into the intricate relationship between energy systems, the economy, and the environment, exploring his innovative HARMONEY Model and discussing the critical role of energy in shaping macroeconomic policies and future sustainability. *Recorded February 5, 2025
Jed engages with world renowned theoretical physicist and author Geoffrey West Ph.D., to explore the connections between biological scaling laws and economic systems, discussing how energy and network theories can provide insights into the growth and sustainability of social systems and economies.
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.