Portfolios of Power Futures with AMPD ETF’s Tim Kramer

The Derivative

Is electricity a commodity? If not, why not? If so, how do you get exposure with the demand for electricity set to possibly outstrip the world's forthcoming technological advancements. Join us on a high energy episode of The Derivative by RCM Alternatives for an in-depth exploration of "Electrifying America" with Timothy Kramer, a seasoned energy and power trader and CEO of CNIC Funds – the group behind the AMPD electricity ETF. In this stimulating conversation, Kramer sheds light on the difficulties of accessing the power market, why electricity should be part of any inflation-protecting commodity investments, and what the overall landscape looks like for America's electrification journey, unveiling three key pillars: importance, inflation, and imbalance.

From the coming era of all-electric vehicles to the challenges facing renewable energy, Kramer navigates the complexities and opportunities. He also delves into the creation of innovative indices and the dynamic interplay between power and commodities — SEND IT!

Chapters:

00:00-01:53 = Intro

01:54-03:53 = Texas is How Big?

03:54-17:38= The Electrification of America, Power’s Supply/Demand

17:39-23:48= ESG push back & removing carbon = Carbon Neutral

23:49-36:47= Creating an Index- AMPD: Deregulation, power generation & retail providers

36:48-44:12= The power players in the power market

44:13-54:23= Carbon offset vetting and commodity exposure

54:24-01:00:42 = Is Bitcoin mining a legit use on power grids?

From the episode:

The Electrification of America

https://www.cnicfunds.com/

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Follow along with Timothy on LinkedIn and check out all the links above for more information!

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