In this video, Motley Fool analyst Austin Smith sits down to talk with contributor Morgan Housel about super-investor James Tisch, CEO of Loews Corp. (NYSE:L), and his buzzing excitement over today's energy sector. They discuss what's happening with natural gas prices, what that could mean for major transportation infrastructure changes in the U.S., and which companies stands to reap the rewards. Check out the video for the full detailed analysis.

Austin Smith owns shares of General Motors Company and Ford. Fool contributor Morgan Housel has no positions in the stocks mentioned above. The Motley Fool owns shares of Clean Energy Fuels, Ford, and Westport Innovations. Motley Fool newsletter services recommend Clean Energy Fuels, Ford, General Motors Company, and Westport Innovations. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.