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Episode 203: Alternative Energy and Economies of Scale

Words & Numbers

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Are You Familiar With Nuclear?

I'm inclined to say no, my philosophy on all of these is that we get a big lesson from finance and thinking in terms of portfolio theory. And nuclear has different attributes. There's a lot of research going on right now in what are called small modular reactors SMRs. I do think natural gas is going to be in the mix for the foreseeable future. The natural gas generator and the wind farm are actually compliments and not substitutes.

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