In this episode of the Invest Like the Best podcast, Patrick O’Shaughnessy sits down with Matthew Smith to discuss his thesis that the U.S. could face a historic natural gas supply shortage beginning as early as 2028. Drawing on 18 months of research, Smith explains how growing demand from LNG exports, AI-driven data centers, and power generation could outpace supply, with significant implications for electricity prices, energy markets, and the broader economy. The conversation also explores potential winners and losers, the role of nuclear energy, and what it will take to avoid a looming energy crunch.