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Animal Spirits Podcast · 2026-06-29 · 29 min · 5,449 words

Talk Your Book: Investing in the Power Grid

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Go to Ftportfolios.com to learn more about the First Trust, NASDAQ Clean Energy Smart Grid Infrastructure ETF that's ticker Grid. Great ticker, G R-I-D. That's FTportfolios.com to learn more. Welcome to Animal Spirits, a show about markets, life, and investing. Join Michael Batnick and Ben Carlson as they talk about what they're reading, writing, and watching.

All opinions expressed by Michael and Ben are solely their own opinion and do not reflect the opinion of Rydholtz Wealth Management. This podcast is for informational purposes only and should not be relied upon for any investment decisions. Clients of Rydholtz Wealth Management may maintain positions in the securities discussed in this podcast. Welcome to Animal Spirits with Michael and Ben.

Michael, you and I have been talking in recent weeks about the somewhat surprising winners and losers from the AI trade. I don't know that anyone really assumes that utilities are like this fast growing, up-and-coming, innovative sector. This would be one of the ones to me that I would have never figured out when it first started. The whole AI boom that utilities would go crazy and the build up for the power would be kind of a ceiling on this whole thing.

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