Mike: I'm having a hard time just getting my head around the very highest level of ok, a guy like mike focusis on the uranium fuel cycle. This transition to get from where we are to day to the kind of nuclear renaissance that i think we all agree is needed will involve much more investment in building all of the plants than it is going to be in buying fuel. Cause the fuel's a very small piece of this. So do i make more money as an investor in investing in this industry, or in speculating on the price of the fuel, or on doing both? How do i weigh those things? What are all the options?
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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