Cover art for Invest Like the Best with Patrick O'Shaughnessy

John Arnold - China, Energy Markets and Fixing America's Systems

Invest Like the Best with Patrick O'Shaughnessy

Published
March 4, 2026
Duration
1h 15m
Summary source
description
Last updated
Jul 5, 2026

Discusses ai, investing.

Summary

My guest today is John Arnold. John is probably the most famous energy trader of all time and certainly the most successful. One of the things John talks about is cultivating the best seat in your industry – the seat with the best perspective, the most information, the best systems.. John has been closely watching China's convergence in robotics, AI, and …

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Show notes

My guest today is John Arnold. John is probably the most famous energy trader of all time and certainly the most successful. One of the things John talks about is cultivating the best seat in your industry – the seat with the best perspective, the most information, the best systems.. John has been closely watching China's convergence in robotics, AI, and EVs, and shares his perspective from his recent trip to the country. We talk about the state of energy markets today – the misaligned goals and

Themes

  • ai
  • investing