Plugged In With Jed Dorsheimer

Macro strategist Luke Gromen, founder and president of Forest for the Trees, joins William Blair’s Jed Dorsheimer, group head of energy and power technologies research, to explore the intricate relationship between gold, energy, and the evolving global monetary order. The conversation unpacks the historical shifts from Bretton Woods to the petrodollar, the rise of China, and why energy remains the foundation for economic resilience and future prosperity.

Jed Dorsheimer and guest Amir Vexler, CEO of Centrus Energy Corp., dig into the realities of nuclear energy’s comeback, focusing on the supply chain bottlenecks, shifting U.S. policy, and the technical evolution of reactor designs. Their conversation offers a clearer look at how energy independence, market pressures, and new technologies are reshaping the nuclear sector’s future.

Dr. Carey W. King from the University of Texas at Austin delves into the intricate relationship between energy systems, the economy, and the environment, exploring his innovative HARMONEY Model and discussing the critical role of energy in shaping macroeconomic policies and future sustainability. *Recorded February 5, 2025

Jed engages with world renowned theoretical physicist and author Geoffrey West Ph.D., to explore the connections between biological scaling laws and economic systems, discussing how energy and network theories can provide insights into the growth and sustainability of social systems and economies.