Tyler Rosenlicht

Senior Vice President, Portfolio Manager & Head of Natural Resource Equities, COHEN & STEERS INC

Search every verified Tyler Rosenlicht interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Tyler Rosenlicht, Senior Vice President, Portfolio Manager, and Head of Natural Resource Equities at Cohen & Steers, appeared on the Odd Lots podcast on January 6, 2026, to discuss investment opportunities in the growing demand for energy and electricity. During the episode, he argued that traditional energy sources like natural gas and coal provide reliable, around-the-clock power but have undesirable emissions profiles, while wind and solar offer cleaner energy but are intermittent and variable. He stated that nuclear power is uniquely positioned to serve both needs, describing it as a 24/7, low-variable-cost, high-capacity-factor energy source that is also relatively clean. Rosenlicht also discussed the outlook for a "nuclear renaissance," disagreeing with the host's skepticism about new large-scale nuclear plants in the U.S. He suggested that the conversation about global energy demand has often focused incorrectly on supply-side government targets, and he emphasized the importance of considering demand drivers, such as the electricity needs of data centers, which cannot tolerate power interruptions.