What Uranium Bulls Get Wrong & How Bill Gates Is Backing Nuclear with Jan Stuart
Автор: Mauldin Economics
Загружено: 2023-08-25
Просмотров: 10256
Jan Stuart has one of the most fascinating jobs in finance. As an energy analyst at investment bank Piper Sandler, he not only monitors trends in the energy markets, but also the spiderweb of geopolitical forces that affect how (and if) 8 billion people across the globe keep the lights on.
In the latest Global Macro Update interview, Jan and Mauldin Economics COO Ed D’Agostino discuss nuclear energy’s “green” makeover, the private support Bill Gates is pouring into nuclear development, and whether uranium bulls are too early to the party.
You can learn more about Jan Stuart here: http://www.pipersandler.com/about/peo...
Stay informed on the big trends by subscribing to Global Macro Update here:
https://www.mauldineconomics.com/go/J...
Please stay in touch by following me on X (formerly Twitter) @EdDAgostino:
/ eddagostino
Time stamps:
00:00 Intro
00:46 Investor and environmental interest in uranium
07:26 Time horizon on nuclear energy boom and Bill Gates’ support
11:14 Cybersecurity and non-kinetic terrorism risk
13:39 Nuclear energy’s role in US and global power generation
24:39 Big moves in the uranium market
28:31 Outlook on oil and gas prices
41:54 Recession calls
42:40 America’s energy insurance policy
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