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As we look at a goal to get to net zero over time,

nuclear is a part of that equation because I don't have a resource

that I can replace nuclear with to deliver that low carbon future.

Hello and welcome to the Baron Streetwise Podcast.

I'm Jack Howe. The voice you just heard, that's Lynn Goode.

She's the CEO of Duke Energy.

It's the second biggest utility in the US by stock market value.

Duke's stock recently had a dividend yield of 3.8%.

And that's about triple the yield on the 10-year US Treasury.

But is the outlook for utilities bright and how should investors choose among them?

Also, what should investors make of an activist recommendation

that Duke's put into multiple companies?

Ahead we'll hear from Lynn at Duke and we'll talk with Sophie Carth,

who covers utilities for key bank capital markets.

About three utility stocks she says to buy,

and another she doesn't like at all.

...