The Nuclear Narrative We All Fell For | Josh Wolfe

April 14, 2022

On today's episode of Empire, Jason Yanowitz and Santiago Roel Santos are joined by Josh Wolfe, co-founder of Lux Capital. Josh is a true polymath who invests in hard sciences, robotics, nuclear waste and more.

If you wanted a nuclear energy crash course, this is it. Josh discusses where solar and biofuels fell short, how nuclear energy markets function, why nuclear is the sustainable-energy source environmentalist have wanted, and how nuclear is the key to energy security.

Nuclear energy is inevitable. Listen to Josh's unique insights to learn why.

Follow me and Santiago on Twitter, @JasonYanowitz and @santiagoroel; let us know what you thought of the show!

Subscribe to the podcast on Spotify: https://open.spotify.com/show/4UTePv1CR3APdKOiosR3Iq?si=41bc452345b649f9

Subscribe to the podcast on Apple: https://apple.co/3srZf7M

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Timestamps

(00:00) Intro
(00:49) Solar Energy Hype
(06:07) Bio Fuels Fell Short
(08:31) Energy Density
(09:49) The Nuclear Narrative
(14:22) Understanding the Uranium Market
(17:35) Modular Reactors
(18:40) Intro to Nuclear Waste
(21:24) Low-Level and High-Level Nuclear Waste
(23:02) Russia's Impact on the Nuclear Narrative
(27:36) Sponsor Segment
(28:52) Adopting Nuclear
(32:30) Investing in Nuclear
(36:21) China and the Nuclear Advantage
(39:42) Cheap Electricity and Jevon's Paradox
(43:29) Lux's Investment in Nuclear
(47:44) Black Swan Events
(51:10) Looking Forward

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Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

The views or opinions expressed in the broadcasts are solely those of the individuals involved and do not necessarily represent those of INK Research and Canadian Insider.

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