President Donald Trump has yet to complete his first month in office and he has already signed more than 65 executive orders - the most in any President’s first 100 days in more than 40 years. President Trump’s latest order: a newly formed energy council that seeks to win the AI race with China. Joe Overdevest, Portfolio Manager, is today’s guest, and as markets react to the uncertainty out of Washington, Joe says these are the moments to “turn lemons into lemonade.” Amid the volatility, where might the silver lining for investors lie? And how are today’s macro factors influencing our next guest’s investing strategy? Joe shares his latest thoughts on energy, commodities, and where he’s seeing long-term opportunities.

Recorded on February 18, 2025.

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