Talk Your Book: Investing in the Power Grid

Author

Michael Batnick
June 29, 2026

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Today's Talk Your Book is sponsored 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

Animal Spirits:

Animal Spirits Podcast

Animal spirits is a show about markets, life, and investing. Join Michael Batnick and Ben Carlson as they talk about what they're reading, writing, listening to and…

podcasts.thecompoundnews.com/show/animalspirits

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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.