"Capitalizing on Japan" with David Salem & Andrew McDermott
Hedgeye Podcasts
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The Paradox of Nuclear Power in the US
Andrew Keen: We're going to be increasingly reliant on Japanese know-how and technology. The paradox being that they've had the most recent serious accident being Fukushima, he says. Japan has never stopped innovating in nuclear power whether it's cold fusion or small format reactors - Japanese technology underlies a lot of that work. He also argues that China is becoming increasingly uninvestable but that's a very very recent phenomenon.
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