This is Macro Voices with hedge fund manager Eric Townsend, the free weekly financial

podcast targeting professional finance, high net worth individuals, family offices, and

other sophisticated investors. Macro Voices is all about the brightest minds in the world

of finance and macroeconomics telling it like it is. Bullish your bearish, no holds

barred. Now here are your hosts, Eric Townsend and Patrick Sarresna.

Macro Voices Episode 342 was produced to air on September 22, 2022. I'm Eric Townsend.

This episode of Macro Voices was made possible by respect energy, a leading European trader

of renewable energy and a one-stop shop for all green energy investors. Patrick Sarresna

is off this week, so we won't have a market wrapper post-game segment. Instead, we're

going to expand the energy crisis discussion of the last several episodes by considering

whether a nuclear renaissance could solve our global energy problem. So this week's

entire episode will be dedicated to a much longer than usual interview with not just

one but two expert guests. Setchum Partners, Mike Alkin returns as my first guest and

will also be joined for the feature interview by Segric Capital's Adam Rodman, both Mike

and Adam run funds that invest in nuclear energy, and I think you're going to learn a

lot from today's interview. Patrick Sarresna will be back next week when we'll also be

introducing some changes to our usual show format as well. My long form interview with

nuclear energy gurus Mike Alkin and Adam Rodman is coming up next.

Joining me now are Mike Alkin, principal and chief investment officer for Setchum

Co. Partners and Adam Rodman, who is founder and chief investment officer for Segric Capital

Management. Why don't we start with Mike? Give us a quick perspective on you guys both

run funds in the nuclear space. What specifically do you do, Mike? We can contrast that with Adam

...