Matthew Smith

speaker

466 appearances 1 recordings 1 series first heard Jul 2026 last heard 21 Jul

Matthew Smith’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Invest Like the Best with Patrick O'Shaughnessy · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · 21 Jul 2026 podcast

productivity and deploying all this incredible technology that America has really been the leader of developing.

When we set up our firm and started building a team, things are happening pretty quickly in AI and especially with regard to power.

So we didn't set out to understand the now.

It's important to understand now, but we set out to understand where the puck is going.

And where it's going looks like it will meaningfully diminish growth if not dealt with.

And so that's why it brings me to the nuclear solution as maybe the most viable long-term.

My comments on solar are probably the most important thing that I would do.

I think everybody should get a solar system in their houses.

It won't be perfect.

It will deliver electricity when there's sun out.

It may not deliver electricity when it's cloudy, but it's a way to protect yourself from...

very high peak power prices from 10 a.m.

until 6 p.m., which are the biggest part of your bill.

I would incentivize people to study your state's rules and try to put incentives in place to really, really start to grow residential solar faster than what's been kind of a stagnating industry the last year after some incentives were removed.

That would be one place to be reinvigorating solar incentives because they're going to be needed in a few years.

They have the capability of delivering about 11 or 12 BCF, usually in January, periodically.

And there are meaningful pipelines from Canada to the U.S., but largely it's seasonal and it helps us solve winter, but otherwise there are net imports most of the year.

But we're not really set up to take from Canada year-round.

There are a few reasons for that.

One is Canada has limited storage.

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