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

Capital Allocators – Inside the Institutional Investment Industry

Content provided by Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

1y ago 44:51

MP3•Episode home

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 episodes

#Capitalallocation #Trading #Business #Ted Seides – Allocator and Asset Management Expert #Asset Management Expert #Ted Seides – Allocator