Skylar CIO Highlights Long-Term AI and Electricity Demand Investment Opportunity

Skylar CIO: AI & Power Story Will Play Out Over Years

Bill Perkins discusses a new ETF built around short-dated electricity futures in PJM and ERCOT, saying it gives investors direct exposure to power pricing rather than to utilities themselves. He argues the product is timely because electricity demand is expected to grow, driven by manufacturing reshoring, data centers, and the broader AI buildout. He speaks with Romaine Bostick on "The Close." (Source: Bloomberg)