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