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When we look at the major dynamics reshaping the world today—from modern mercantilism, to the rise of artificial intelligence, to the war in Iran—it’s striking how often the energy market sits at the center of them. In today’s podcast, we’re sharing the highlights from a recent discussion diving into each of these topics, featuring Daniel Yergin, one of the world’s leading energy experts, in conversation with Bridgewater’s Atul Lele, Head of Portfolio Strategists, and Ian Singer, Head of Commodities.
Across the conversation, Dan, Atul, and Ian explore how energy producers are likely to respond to what Dan calls “the mother of all supply shocks,” the implications of a global push for energy security on markets and economies, how the race to power the AI build-out is playing out, the political debate around AI energy use, and more.
Dan is vice chair at S&P Global and the author of several books, including The Prize: The Epic Quest for Oil, Money, and Power, which won a Pulitzer Prize, and The New Map: Energy, Climate, and the Clash of Nations.
Editor’s note: The views of external guests do not necessarily reflect the views of Bridgewater.
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