MacroVoices #461 Thomas Jam Pedersen: Nuclear Fuels and Fuel Cycles For Energy Transition

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 31 December 2024

⏱️ 115 minutes

🔗️ Recording | iTunes | RSS

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Summary

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Thomas Jam Pedersen for the second instalment of this year’s long-form episodes. This week they’ll be taking a deep dive into nuclear fuels and fuel cycles, exploring critical topics such as the economics of Thorium-based nuclear power compared to traditional Uranium-fired reactors. https://bit.ly/3VI4bTK ⚫ Check out Copenhagen Atomics: https://www.copenhagenatomics.com/ ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ 🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Transcript

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0:00.0	This is Macro Voices, the free weekly financial podcast targeting professional finance, high net worth individuals, family offices, and other sophisticated investors.
0:18.9	Macrovoices is all about the brightest minds in the world of finance
0:22.7	and macroeconomics telling it like it is, bullish or bearish, no holds barred. Now, here are
0:29.0	your hosts, Eric Townsend and Patrick Suresna. Macrovoices episode 461 was pre-recorded earlier this month for release on Tuesday, December 31st, 2024.
0:43.1	I'm Eric Townsend.
0:45.0	This is the second of our two pre-recorded year-end special episodes.
0:49.0	By listener request, we're giving you long-form double-length interviews this holiday weekend. The topic is
0:55.8	advanced nuclear energy technologies and how they'll fit into the formative nuclear renaissance.
1:01.9	And I'm Patrick Suresna. Eric, what's on deck for our second year-end special episode?
1:07.1	My guest once again will be Copenhagen Atomics founder, Thomas Jam Peterson. This week's topic will be a deep dive on nuclear fuels and fuel cycles, including the economics of thorium rather than uranium-fired nuclear power. And I think you're really going to love this episode, as we'll be covering material that almost nobody else is talking about.
1:29.1	In the interest of full disclosure, I want to again mention that I'm an angel investor in Copenhagen
1:33.9	Atomics, the company founded by this week's guest.
1:37.2	Eric's long-form interview with Copenhagen Atomics founder Thomas Jam Pedersen is coming up next.
1:43.1	Then Eric and I will be back for our post
1:45.6	game segment to discuss the investment opportunities in the sector.
1:54.6	And now with this week's special guest, here's your host, Eric Townsend.
2:03.8	Joining me now is Copenhagen Atomics founder and CEO Thomas Jam Peterson.
2:08.8	We've prepared a slide deck to accompany today's interview.
2:11.9	Registered users will find the download link in your research roundup email.
2:15.2	If you don't have a research roundup email, it means you haven't yet registered at macrovoices.com. Just go to our homepage, macrovoices.com, click the red button
2:22.8	above Thomas Jam's picture that says looking for the downloads. Alternatively, the YouTube
2:27.8	version of this podcast will have the slide deck on the screen as we're speaking. You can find that
	...

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