Guy Keller, a fund manager at Tribeca Investment Partners specializing in nuclear energy, shares his expertise on the uranium market's unique dynamics. He discusses why spot uranium prices lag behind enriched uranium and the geopolitical tensions affecting supply. Keller highlights new investment opportunities in nuclear innovation, emphasizing the importance of government policies. Additionally, he addresses recent market volatility and the implications of AI advancements on stock performance. This insightful conversation reveals the bright future of the nuclear sector.