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Josef Schachter: The Energy Supercycle Nobody's Talking About
Josef Schachter: The Energy Supercycle Nobody's Talking About
Today, I welcome Josef Schachter to The Investing Secrets Podcast. Josef is the founder of the Schachter Energy Report and today he shares how decades on the buy and sell side of the energy markets shaped his view on the coming global energy supercycle. He breaks down why underinvestment in oil and natural gas, rising demand from emerging markets, and the explosive growth of AI infrastructure and data centers are creating long-term opportunities across the energy sector. Josef also dives into...