About this episode
Liz Thomas interviews Alix Steel about the global energy shock and its implications for markets and AI.
Energy has quickly become one of the biggest market stories of 2026 and its impact is spreading beyond gas prices. In this episode of The Important Part: Investing with Liz Thomas, Liz sits down with DrivePath Advisors energy specialist and former Bloomberg anchor Alix Steel to unpack the ripple effects of the global energy shock that’s reshaping everything from inflation and AI to geopolitics and supply chains. Steel explains why the market may still be underestimating the long-term consequences of disruptions in the Middle East, how energy insecurity is forcing countries and companies to rethink the way they operate, and why the next phase of the AI boom could depend less on chips and more on infrastructure. The pair also discuss why oil prices have behaved so strangely during this volatile period, what investors are missing about renewables, and what the next phase of this sector has in store. For more, read Liz’s column every Thursday at On The Money by SoFi, and follow Liz on Twitter @LizThomasStrat. Additional resources: On The Money: Sign up for…
People in this episode
Host: Liz Thomas
Guest: Alix Steel
Topics covered
- energy market
- AI impact
- geopolitics
- inflation
- renewables
- oil prices
Keywords
- energy
- AI
- inflation
- geopolitics
- oil prices
- renewables
- Middle East
Mentioned in this episode
Organizations: DrivePath Advisors, Bloomberg, SoFi, On The Money
Places: Middle East
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