John Wilson, co-CEO and portfolio manager at Ninepoint Partners, discusses the newly launched ENG ETF and the investment case for North American energy independence. Wilson highlights growing energy demand from AI, data centers, and electrification, while discussing opportunities in traditional energy, uranium, and critical minerals. He also points to holdings including Exxon Mobil (XOM), Chevron (CVX), Diamondback Energy (FANG), Suncor (SU), Cenovus (CVE), and Canadian Natural Resources (CNQ).