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Barron's Streetwise

Nuclear Power’s Bright Outlook. Plus, Quarterly Or Semiannual Reporting?

Barron's Streetwise

Barron's

Business

4.81.5K Ratings

🗓️ 19 September 2025

⏱️ 32 minutes

🧾️ Download transcript

Summary

A top Wall Street strategist talks fission (and fusion). And Jack has a guide to arguing about company reporting. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

For 22 minutes, we had a mini sun on our planet.

0:06.0

We had a capsule that was 10 times hotter than the core of the sun and three times denser than the core of the site was stable for 22 minutes.

0:15.0

So for 22 minutes, we had a mini sun on our planet.

0:18.0

This is the idea of fusion.

0:20.0

Hello and welcome to the Barron Streetwise podcast. I'm Jack Howe and the voice you just heard,

0:25.5

that's Heim Israel. He's the head of thematic investing at B of A research. And did he just say

0:33.0

we had a mini sun on our planet for a while for 22 minutes. I feel like that's something I should have

0:38.8

heard about. I feel like maybe I missed an email on that one. We're going to talk about it and about

0:43.7

the future of nuclear power. We'll also talk about the president's recent suggestion to switch

0:49.9

from quarterly financial reporting for public companies to semi-annual reporting.

0:55.3

That topic is not quite ten times as hot as the core of the sun, maybe two or three times.

1:08.5

Listening in is our audio producer Alexis Moore. Hi, Lexus.

1:12.4

Hey, Jack. Are you team quarterly or semi-annual? Have you, um, have you chosen yet?

1:18.4

Um, your friends are going to be arguing about this. It's important to take sides now. And you got to start lining up your arguments.

1:25.3

I'm reporting agnostic, so maybe you can help me out.

1:29.0

Yeah.

1:29.7

Well, I did write for Barron's a recent guide to arguing over the frequency of company reporting.

1:36.2

So you're in luck.

1:37.5

I will tell you up front that I think the stakes on this one are pretty low.

1:42.6

For background, President Trump posted on Truth Social, that's his

1:47.0

media site. He said that permitting publicly traded U.S. companies to report financial results

1:51.5

every six months instead of quarterly will, quote, save money and allow managers to focus on

...

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