Market Misbehavior with David Keller, CMT
On the Market Misbehavior Podcast, host Dave Keller, CMT, keeps things real as he breaks down what’s moving the markets and why it matters to investors. With a genuine, down-to-earth approach, Dave chats with top investment experts about what they’re seeing in the markets and digs into the psychology that shapes our investing choices. It’s not just market talk—it’s about helping you understand the bigger picture and avoid common pitfalls. Whether you’re a seasoned investor or just market-curious, tune in for straightforward discussions and actionable tips for upgrading your investing game.
Market Misbehavior with David Keller, CMT
Top Energy Expert Rob Thummel Shares BEST Sector Plays for 2025
In the 42nd episode of the Market Misbehavior podcast, Dave speaks with Rob Thummel, Managing Director and Senior Portfolio Manager at Tortoise Capital. Rob describes how the energy sector is the "lifeblood of the economy" and breaks down the key industry groups within the sector. He shares how AI is transforming energy needs in the US and around the world, explains how US energy independence has impacted energy valuations and crude oil prices during periods of geopolitical turbulence, and reveals which groups and themes could provide the best opportunities through the course of 2025. Recorded 4/22/25.
You can learn more about Rob and the Tortoise funds at https://tortoisecapital.com/.
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The content in this presentation should not be considered as a recommendation to buy or sell any security. All information is intended for educational purposes only and in no way should be considered as investment advice.