Energy Investing Under Trump

The transcript discusses a major private equity deal involving Calpine and Constellation, highlighting its significance in the energy sector. It explores the impact of AI on power demand, emphasizing the need for reliable energy sources like nuclear and geothermal. The discussion extends to investments in data centers, particularly a partnership with KKR, and the global energy needs driven by AI growth. The transcript also covers market trends, including IPOs and M&A, and the role of natural gas and renewables in meeting future energy demands.

What was the purpose of the $50 billion partnership with KKR?

How does the text describe the future of the IPO market in relation to private equity deals?

What role do natural gas and renewables play in meeting the energy demands related to AI?