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Invest Like the Best with Patrick O'Shaughnessy
Weekly Podcast Recap

This Week in Invest Like the Best with Patrick O'Shaughnessy (Jul 20 - Jul 26, 2026)

Jul 20Jul 26, 20261 episode56 min of content

This week, Invest Like the Best examined an often-overlooked constraint in the energy transition: natural gas infrastructure and supply. Matthew Smith's discussion of natural gas as a potential bottleneck highlights a critical tension in decarbonization efforts—the simultaneous need to transition away from fossil fuels while managing near-term energy demands that still depend heavily on natural gas availability. The episode underscores how physical commodity constraints, rather than just technological innovation, may shape the pace and feasibility of our energy future.

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