Anthony Milewski discusses the intersection of AI and commodities
Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-anthony-milewski-founder-of-the-oregon-group/
Understanding the impact of AI on commodities and clean energy is crucial for making informed investment decisions. In a podcast episode featuring Anthony Milewski, the discussion highlighted how AI is influencing the commodities market by driving trading at hedge funds and impacting commodity prices. Additionally, AI is utilized in logistics to enhance efficiency, transparency, and organization within the market.
Moreover, AI’s impact on commodities extends to power demand. As AI technology advances, power demand increases exponentially, directly correlating to the demand for commodities like uranium, coal, solar panels (linked to silver consumption), wind turbines, and hydroelectric power. These commodities are essential for generating the energy required to power AI systems and technologies.
In the context of clean energy, the conversation also touched upon the complexities of different energy sources. Anthony emphasized that there is no perfect form of energy, and each energy source has trade-offs and impacts on the environment. Anthony highlighted the need for a balanced approach to energy sources tailored to specific locations and a holistic consideration of the entire supply chain.
Furthermore, it delved into the concept of carbon credits as a transitional tool for companies to shift towards lower carbon consumption environments. While carbon credits have faced criticism, they remain a regulatory mechanism in regions like California and Europe. Understanding the dynamics of carbon credits and their role in the transition to cleaner energy sources is essential for investors looking to navigate the evolving energy landscape.
Anthony shared: “One of the things I like to do is simply write about these commodities and, not as much give advice, each person has to find their way and think about their situation and circumstance and how they want to express an opinion, but it’s helping people be more aware of these trends and ideas as they pertain to the commodities market”
In conclusion, the insights shared in the podcast underscore the importance of comprehending how AI influences commodities and clean energy markets. By staying informed about these impacts, investors can make strategic decisions regarding their investment portfolios, considering the evolving trends and opportunities in the commodities and clean energy sectors.
Video Link: https://www.youtube.com/embed/FfaHlnpwV_g
About Anthony Milewski
Anthony Milewski has two passions: the outdoors and investing. At any moment you might find him skiing in France, fly fishing in Alaska, white water rafting in Oregon, or wide awake in the middle of the night analyzing news releases and financial statements.
Anthony realized early on that a truly rewarding career needed to include following his passions. But how to do this? As a Fulbright scholar, he spent time in the former Soviet Union and saw firsthand the changes brought about by the privatization of vast swaths of the regional economies. He also noted the great potential in building companies on the back of these changes and, for a time, was employed by Renaissance Capital in Moscow, Russia, working with entrepreneurs and natural resource companies. Upon graduating from the University of Washington, with an MA in international studies and a JD in law, he took a job at New York-based Skadden, Arps where he became immersed in commodity transactions. Anthony would later transition from Skadden to Firebird Management in New York where he worked in the Global Macro funds.
Anthony’s time at Firebird had a profound impact on his investment style. He realized that you can “get a call right” but the “timing wrong”. Investing, as much as anything, is about understanding the themes and ideas that shape our world, environment, and capital markets. It was this realization that helped to shape his views on identifying themes, thinking about liquidity, and ultimately making successful investment decisions. No one ever lost money selling for a gain! After leaving Firebird he went on to work with other major funds as a C-level executive specializing in global origination and investment processes. This time cemented his views on risk mitigation and liquidity.
After years in the asset management business, Anthony realized it was time to strike out on his own. Along with his business partner, Justin Cochrane, he founded and took public several companies. To date, he has helped raise over a billion dollars for listed companies on various exchanges around the globe. In a sense, this was Act Two of his career.
All told, Anthony has served as a founder, advisor, director, executive and investor. He now pursues investment ideas that make money and make the world a better place. That might mean investing in nickel as key ingredient in batteries, carbon as a way of saving forests, copper for the electrification of things, artificial intelligence to help reduce the impact of farming on our environment — the list goes on.
Learn more: https://www.anthonymilewski.com/ or https://theoregongroup.com/
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