Capital Allocators – Inside the Institutional Investment Industry Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
Mar 27, 2023
Adam Rodman, Founder and Chief Investment Officer of Segra Capital Management, dives deep into the world of nuclear energy investing. He discusses his journey from uncertainty to a dedicated focus on nuclear power as a key player in achieving net-zero emissions. Rodman highlights the nuclear fuel cycle, market inefficiencies, and the need to reshape public perceptions around safety and investment in this sector. He also addresses the evolving landscape of uranium mining and the importance of ESG standards in shaping future investments.
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Early Career Shift
- Adam Rodman's early investment banking career was short-lived.
- He was drawn to Corriente Advisors by Mark Hart's prediction of a housing market collapse.
Contrarian Nature
- Contrarian thinking, questioning established norms, appealed to Rodman.
- This approach guided his investment philosophy from the start.
Segra's Genesis
- Rodman founded Segra Capital Management to combine fundamental research with portfolio management.
- Mark Hart, his mentor, encouraged and backed him in this venture.