Published Mar 27, 2023

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

Adam Rodman of Segra Capital Management explores the promising yet challenging landscape of nuclear investment, delving into the intricacies of its value chain while emphasizing the sector's potential for sustainable growth amidst geopolitical and safety concerns.

Episode Highlights

Topics covered

Episode Highlights

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

Topics covered

Popular Clips

Diving into Finance

Honesty and Reflection

Nuclear Waste Misconceptions

Investment Strategy Insights

Nuclear Power's Future

Nuclear Investment Insights

Uranium Market Dynamics

Embracing Contrarian Thinking

Personal Influences

Nuclear Power Insights

Nuclear Safety Insights

Nuclear Value Chain

Nuclear Energy Challenges

Market Insights Unveiled

Episode Highlights

Personal Insights

Nuclear Investment

Nuclear Value Chain

Related Episodes

Colin Campbell – The Case for Environmental Markets (Climate Solutions EP.3, Capital Allocators EP.302)

[REPLAY] Daniel Adamson – Innovation from Asset Giants at Capital Constellation (EP.136)

Adam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17)

Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1, Capital Allocators EP. 300)

[REPLAY] Adam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17)

Sustainable Investing 4: Emanuel Citron – Sourcing Sustainable Managers (Capital Allocators, EP.142)

William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Allocators EP.301)

Michael Choe - Atomization of Private Equity Decisions at Charlesbank (EP.432)

Daniel Adamson – Innovation from Asset Giants at Capital Constellation (EP.136)

Tim McCusker – Advising Through a Crisis at NEPC (Capital Allocators, EP.135)

Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)

Thomas Russo – All About Google (Capital Allocators, EP.90)

Adam Shapiro – Post-Breeding Grounds for Rising Stars and Families (Capital Allocators, EP.319)

Adam Wyden - ADW Capital (Manager Meetings, EP.37)

Manny Friedman – Non-Linear Financial Systems (Capital Allocators, EP.61)

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

Topics covered

Popular Clips

Episode Highlights

Personal InsightsAdam Rodman, founder of Segra Capital Management, shares his journey into nuclear investment, highlighting the contrarian thinking that defines his career. He discusses the personal influences and motivations that drive his investment philosophy, emphasizing honesty and resilience.

Personal Insights

Nuclear InvestmentAdam Rodman, founder of Segra Capital, outlines the investment strategies and market dynamics of nuclear power. He highlights the sector's potential for long-term growth and the challenges it faces, including safety concerns and geopolitical issues.

Nuclear Investment

Nuclear Value Chain

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