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Talk Your Book: Investing in the Power Grid

A podcast episode discusses the need to modernize and expand the power grid to fuel AI buildout, highlighting supply chain bottlenecks and global infrastructure projects. The show also examines whether data centers are increasing homeowner utility costs and the backlog of demand for grid modernization beyond data centers.

read2 min views1 publishedJun 29, 2026
Talk Your Book: Investing in the Power Grid
Image: Awealthofcommonsense (auto-discovered)

Today’s Talk Your Book is brought to you by First Trust: #

To learn more about First Trust click here:

https://www.ftportfolios.com/etf/GRID

On today’s show, we discuss: #

  • Fueling the AI buildout by modernizing and expanding the power grid
  • The bottlenecks in the supply chain governing the speed of AI growth
  • The global need to scale out infrastructure and who’s driving these projects
  • Are data centers increasing homeowner’s utility costs?
  • The backlog of demand for power grid modernization beyond data centers
  • How a thematic fund goes beyond a sector fund in framing itself around a theme

Listen here: #

https://podcasts.thecompoundnews.com/show/animalspirits/

Charts: #

Follow us on [Instagram](https://www.instagram.com/animalspiritspod/?hl=en), and [YouTube](https://www.youtube.com/channel/UCBRpqrzuuqE8TZcWw75JSdw).

Check out our t-shirts, stickers, coffee mugs, and other swag [here](https://www.idontshop.com/).

Subscribe here:

*Nothing in this blog constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. *

The Compound Media, Inc., an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investing in speculative securities involves the risk of loss. Nothing on this website should be construed as, and may not be used in connection with, an offer to sell, or a solicitation of an offer to buy or hold, an interest in any security or investment product.

**Important Disclosures from Frist Trust: **

Mention of a specific security should not be construed as a recommendation to buy or sell or presumed profitable. You should consider the fund’s investment objectives, risks, and charges and expenses carefully before investing. You can download a prospectus or summary prospectus, or contact First Trust Portfolios L.P. at 1-800-621-1675 to request a prospectus or summary prospectus which contains this and other information about the fund. The prospectus or summary prospectus should be read carefully before investing.

Performance data quoted represents past performance. Past performance is not a guarantee of future results and current performance may be higher or lower than performance quoted. Investment returns and principal value will fluctuate and shares when sold or redeemed, may be worth more or less than their original cost.

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LIVE [news/talk-your-book-inves…] indexed:0 read:2min 2026-06-29 ·