AI, Power Grids, and Lithium’s Big Comeback: What Investors Should Focus on - Bill Baruch

Jeremy Szafron, Anchor at Kitco News, interviews Bill Baruch, founder and president of Blue Line Futures, discussing the evolving energy and commodities markets. They explore the rising role of nuclear energy in meeting power demands from AI and data centers, driven by significant investments from Amazon and Google in small modular reactors. Baruch also offers insights into the recovering lithium market, with major developments like General Motors’ $625 million investment in a Nevada mining project, signaling renewed demand. The conversation touches on how these trends in lithium and nuclear energy could influence investor strategies in sectors like EVs, tech, and commodities, emphasizing where opportunities might lie in a shifting landscape. Follow Jeremy Szafron on X: @JeremySzafron () Follow Kitco News on X: @KitcoNewsNOW () Follow Bill Baruch on X: @bill_baruch () 00:00 - Introduction