
MacroVoices #342 Mike Alkin & Adam Rodman: Can a Nuclear Renaissance Solve the Energy Crisis?
Macro Voices
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Is There a Fuel Cycle in the Nuclear Space?
If i want to make money here and now in the energy market, i should focus in the nuclear space. In this industry, the consultants are hidden behind pay walls. There's very few self side analysts, although there are some more that are growing. You can go and read the balance sheets of utility sta to try and understand the, you know, how much fuel they have sitting there in inventories. But it's really grunt work, right? So, but that's where I think the the ability to generate alpha comes from is is by doing work that maybe some others don't want to do.
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