Macro Voices cover image

MacroVoices #356 Justin Huhn: Investing in All Thing Nuclear

Macro Voices

00:00

Nuclear Is a Growth Sector

Nuclear is actually a growth sector, which flies in the face of the sentiment that seems to be relatively prominent around nuclear. There's bipartisan support for nuclear in the United States. Nuclear has been approved for the green EU taxonomy. And so we have this significant disjunct between supply and demand. We need the commodity price to rise substantially in order to incentivize those projects on the margin.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app