In this video, Motley Fool analyst Austin Smith sits down to talk with Fool.com contributor Morgan Housel about super-investor James Tisch, CEO of Loews Corp. (L -0.10%), 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.