Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)

Capital Allocators – Inside the Institutional Investment Industry

コンテンツは Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャストコンテンツは、Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert またはそのポッドキャストプラットフォームパートナーによって直接アップロードされ、提供されます。誰かがあなたの著作権で保護された作品をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。

1y ago 44:51

MP3•エピソードのホーム

Adam Rodman is the Founder and Chief Investment Officer of Segra Capital Management, the largest fund dedicated to investing in nuclear power across public and private markets. Adam founded Segra in 2013 to focus on a concentrated portfolio of contrarian, underfollowed investment ideas. In turn, this led to a dedicated focus on nuclear power. Both Tom Steyer and Bill Orum discussed nuclear power as an essential, although very long-term component of addressing climate needs. Adam’s insights provide an understanding of the thesis as well as nuances in capitalizing on it. Our conversation covers Adam’s early career, path to Segra, and shift in focus to nuclear. We discuss the fundamental case and market inefficiencies in the industry, supply and demand, the nuclear fuel cycle, safety and waste, and risks to thesis. For full show notes, visit the episode webpage here. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

596 つのエピソード