Ben Kallo Discusses AI’s Growing Power Demands on The Real Eisman Playbook

Baird Senior Research Analyst Ben Kallo joined Steve Eisman on The Real Eisman Playbook to discuss the growing energy demands driven by AI and the challenges facing the U.S. power grid. During the conversation, Kallo explored opportunities across the energy and electrification landscape, including power generation, grid infrastructure, energy storage and electric vehicles, while sharing his outlook on companies such as GE Vernova (GEV) and Tesla (TSLA).