Search

Home > Capital Allocators > Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
Podcast: Capital Allocators
Episode:

Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
Category: Business
Duration: 00:44:51
Publish Date: 2023-03-27 08:00:00
Description: 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. Show Notes: (3:57)   Background (5:25)   Appeal of contrarian thinking (7:25)   An edge in research (9:56)   Focus on nuclear power (11:45) The case for nuclear (14:21) Nuclear power and energy transition (16:03) Opportunities in the nuclear value chain (17:09) ESG concerns in mining (18:37) Nuclear conversion and enrichment (22:36) Investing in public and private markets (26:09) Safety and reliability of nuclear (27:39) Understanding nuclear waste (31:35) Bringing capital to nuclear (33:19) An investment strategy for nuclear (35:00) Assessing company management (36:38) Counterpoints to the nuclear thesis (39:28) Closing questions Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership 
Total Play: 0

Some more Podcasts by Ted Seides – Allocator and Asset Management Expert

80+ Episodes
Investment M ..