3min chapter

Macro Voices cover image

MacroVoices #356 Justin Huhn: Investing in All Thing Nuclear

Macro Voices

CHAPTER

Nuclear Energy - What's Next?

There's still a bull case for Uranium and Uranium mining companies right now because the fuel cycle is shifting from underfeeding to overfeeding. But in the grand scheme of things, this is just an interesting investment play right now - not a major market trend like the internet boom of the 1990s. I predict that nuclear will stay public enemy number one in terms of public perception and government policy until we get to step number four later in this story. The really big moves are still a few years out.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode