In the Energy News Beat – Conversation in Energy with Stuart Turley and Wasif Latif discuss the resurgence of nuclear energy as a crucial component of global energy needs amidst geopolitical challenges. They explore thematic investing, focusing on uranium and the broader implications of increasing energy demand, the importance of nuclear power for sustainability, and how tech companies are pushing for energy independence. The conversation highlights the historical context of energy trends and the potential for a nuclear renaissance in shaping future investments.

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Thank you for stopping by the podcast Wasif, I had an absolute blast talking with you. It is refreshing to see what research your team comes up with on investing in the energy markets. This is true industry leadership. - Stu

Highlights of the Podcast

00:00 - Intro

00:44 - Thematic Investing Overview

02:52 - Energy as a Core Theme

05:06 - Geopolitical Risks and Uranium

08:19 - Global Energy Needs

10:52 - Nuclear Reactor Growth

12:52 - Challenges in U.S. Nuclear Policy

14:44 - The Role of Big Tech in Energy

16:53 - Energy Density Comparison

19:07 - Lessons from Germany and France

20:56 - Closing Thoughts and Future Topics

23:41 - Contact Information