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.
In this interview-only episode, MacroVoices Erik Townsend welcomes Mike Alkin (Sachem Cove Partners) and Adam Rodman (Segra Capital) to the show to expand on the energy crisis discussion and whether a nuclear renaissance could solve our global energy problem. https://bit.ly/3R5zAdz
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