The Energy Pragmatist · 2026-05-21 · 51 min
In this episode of The Energy Pragmatist, Ben West sits down with Mark Wade, Partner at CAZ Investments to discuss why energy is becoming attractive to generalist investors again. The conversation explores U.S. natural gas, LNG export growth, power demand driven by AI and data centers, geopolitical risk in global energy markets, and why private energy assets remain undervalued relative to broader private markets. Mark also shares how CAZ Investments approaches thematic investing, manager selection, downside protection, and where he sees the most compelling opportunities across upstream, midstream, infrastructure, and power markets today.
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