MacroVoices #522 Matt Loszak: Factory Mass-Production of Advanced Nuclear Power Plants
Macro Voices
Hedge Fund Manager Erik Townsend
4.8 • 3.4K Ratings
🗓️ 5 March 2026
⏱️ 73 minutes
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| 0:00.0 | This is Macro Voices, the free weekly financial podcast targeting professional finance, |
| 0:13.2 | high net worth individuals, family offices, and other sophisticated investors. |
| 0:18.8 | Macrovoices is all about the brightest minds in the world of finance |
| 0:22.5 | and macroeconomics telling it like it is, bullish or bearish, no holds barred. Now, here are |
| 0:28.9 | your hosts, Eric Townsend and Patrick Suresna. Macrovoices episode 522 is produced on March 5 March 5, 26. I'm Eric Townsend. |
| 0:40.2 | As our longtime listeners already know, I'm passionate about nuclear energy. |
| 0:45.3 | But I think the nuclear renaissance may be off on the wrong foot. |
| 0:48.9 | The nuclear industry has been very slow to recognize my vision that this moment in history demands revolutionary |
| 0:55.9 | rather than evolutionary change to the way that we build nuclear power. I've argued on |
| 1:02.0 | Substac that we need to mass produce entire modular nuclear power plants, not just reactors, |
| 1:09.0 | in gigafactories with fully robotic assembly lines |
| 1:12.9 | at massive scale in order to a global energy crisis when fossil fuel production becomes |
| 1:19.9 | prohibitively expensive in the 2030s. So when Allo Atomics, a company that seems to share my vision |
| 1:26.5 | almost perfectly hit my radar screen recently, |
| 1:29.6 | I wanted to share their vision for nuclear energy with our macrovoices audience. |
| 1:34.4 | Allo's CEO, Matt Lozak, will join me as this week's feature interview guest, |
| 1:38.7 | and we'll talk about the big picture of what the advanced nuclear industry needs to do |
| 1:43.1 | in order to bring the cost of |
| 1:45.3 | nuclear energy down to the cost of energy from fossil fuels. VCs in the audience, you're not |
| 1:51.6 | going to want to miss this one. Allo expects to have their first prototype advanced nuclear reactor |
| 1:57.1 | up and running by 4th of July of this year, and they're shopping their series C term |
| 2:02.7 | sheet right now. Obviously, the developing situation in Iran is driving markets this week, |
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