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Artwork for Nuclear Investing Podcast

Nuclear Investing Podcast

Brennan Moore
Nuclear Power
Low-Enriched Uranium
Nuclear Energy
SMR
Deep Isolation
Terrestrial Energy
Aalo Atomics
Nuclear Investing
LEU Plus
Haleu
Uranium From Seawater
Advanced Nuclear
Development Company Model
Gen 4 SMR
Private Markets
Small Modular Reactors
Shale Revolution
Uranium Prices
Nuclear Waste
Nuclear

The Nuclear Investing Podcast features thoughtful, in-depth conversations about one of the most important pieces of the global energy mix: nuclear power. Through interviews with leading industry leaders, investors, and policymakers, the show explores how nuclear energy is becoming central to the clean energy transition — and how investors are gearing up to support it. Each episode gets to the root... more

PublishesTwice monthlyEpisodes16Founded8 months ago
Number of ListenersCategories
InvestingScienceBusinessPhysics

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Artwork for Nuclear Investing Podcast

Latest Episodes

Host Brennan Moore sits down with Dan Wachs, National Technical Director for the Advanced Fuels Campaign at Idaho National Lab, to explore the changing landscape of nuclear energy. Wachs details the industry's evolution from the "dark ages" of the 19... more

Josh Gillespie, COO of the National Reactor Innovation Center (NRIC), discusses the pivotal role of Idaho National Laboratory (INL) in launching the next era of commercial nuclear energy. Transitioning from a 20-year career in Navy nuclear propulsion... more

YouTube

What if the key to scaling nuclear isn't a new reactor design — it's rethinking how you build them? Jake Jurewicz, co-founder and CEO of Blue Energy, joins Brennan Moore and Andrew Meehan to break down how prefabricating nuclear plants in shipyards —... more

YouTube

Nuclear's future hinges on solving hidden bottlenecks like uranium conversion — a critical but often overlooked step in the fuel cycle. Nick Smith, founder of Raven-Flint and former Director at Idaho National Lab, brings deep nuclear engineering expe... more

YouTube

Key Facts

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Recent Guests

Jake Jurewicz
CEO and founder of Blue Energy
Blue Energy
Episode: #14: Jake Jurewicz of Blue Energy | Prefab Nuclear and the Path to Project Finance
Nick Smith
Founder, Raven-Flint
Raven-Flint
Episode: #13: Nick Smith of Raven-Flint | Solving the Uranium Conversion Crunch
Andrew Meehan
Co-founder/Partner at Neutron Power Ventures
Neutron Power Ventures
Episode: #12: Nuclear Roundtable | March 2026 with Andrew Meehan and Canon Bryan
Benton Arnett
Senior Director of Markets and Policy at the Nuclear Energy Institute
Nuclear Energy Institute
Episode: #11: Financing New Nuclear: Inside the DevCo Model with NEI's Benton Arnett
Mark Hinaman
Investor with nuclear market focus
Private investor / industry commentator
Episode: #10: Nuclear Roundtable | February 2026 with Andrew Meehan and Mark Hinaman
Madi Hilly
Managing Director at Radiant Energy Group
Radiant Energy Group
Episode: #9: Nuclear Roundtable | January 2026 with Madi Hilly & Andrew Meehan
Rod Baltzer
CEO of Deep Isolation
Deep Isolation
Episode: #8: Nuclear Waste, One Mile Underground: A New Approach with Rod Baltzer & Deep Isolation
Canon Bryan
CEO/co-founder of Uranium Energy Corp, Terrestrial Energy, and SuperCritical
SuperCritical Technologies
Episode: #7: Unlocking the Ocean’s Uranium: Canon Bryan of SuperCritical
Nick Touran
Industry expert/guest referenced in the discussion
(not specified)
Episode: #6: Part 2: 2026 Nuclear Industry Outlook and Projections (feat. Nick Touran)

Host

Brennan Moore
Host of the Nuclear Investing Podcast

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#212
Sweden/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

#14: Jake Jurewicz of Blue Energy | Prefab Nuclear and the Path to Project Finance
Q: Jake, I want to jump back to the debt please quickly. Can you share what the debt structure looked like for the $380 million raise?
The debt was structured creatively to move debt onto long-lead equipment and fixed-price modules, using collateralized equipment finance to reduce cost of capital and enable earlier participation by debt markets, with a strategy that decouples first-of-a-kind risk from the first power by enabling a plant to begin operation in a staged fashion.
#11: Financing New Nuclear: Inside the DevCo Model with NEI's Benton Arnett
Q: What makes the development company model appealing for first-of-a-kind nuclear projects?
It creates an independent entity to bear early construction risks, build a focused supply chain, and accumulate learning so later units can be cheaper and faster to deploy, while potentially allowing customers to participate without loading all risks onto their own balance sheets.
#2: How Big Capital Enters New Energy Frontiers — And Why Nuclear Is Next with Simon Irish
Q: What is the practical five-year deployment path discussed for near-term customers?
The plan involves delivering a non-nuclear back-end powered by conventional industrial components within five years, creating a bridge to full nuclear operation while leveraging existing turbine supply and regulatory pathways for a faster, lower-risk market entry.
#2: How Big Capital Enters New Energy Frontiers — And Why Nuclear Is Next with Simon Irish
Q: What role do oil and gas investors play in Terrestrial Energy's strategy?
Oil and gas investors are seen as potential early investors and possibly early customers due to familiar risk-reward profiles and the idea that deploying heat and power solutions mirrors shale economics, with focus on deployment speed and capital efficiency.
#2: How Big Capital Enters New Energy Frontiers — And Why Nuclear Is Next with Simon Irish
Q: Why is HALU fuel being weighed against standard LEU, and what drove the 2015 decision?
HALU adds economic penalties through higher fuel element costs and shorter life, so using standard LEU simplifies logistics, reduces fuel-cycle risk, and aligns with current cross-border fuel supply frameworks; geopolitics and supply-chain stability were core drivers.

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Frequently Asked Questions About Nuclear Investing Podcast

What is Nuclear Investing Podcast about and what kind of topics does it cover?

The series centers on financing, policy, and deployment of next-generation nuclear, with emphasis on practical pathways to scale through innovative business models, private/public capital, and fleet-based strategies. Episodes frequently feature investors, startup founders, and industry executives discussing project finance, regulatory pathways, and long-horizon timelines for SMRs, molten-salt reactors, and advanced fuel cycles. Notable angles include offsite fabrication and debt-structure approaches to reduce upfront risk, DevCo-style development strategies, and the role of tech giants and government programs in accelerating deployment. The conversations blend technical context with market dynamics, illustrating how capital markets, policy ... more

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Which podcasts are similar to Nuclear Investing Podcast?

These podcasts share a similar audience with Nuclear Investing Podcast:

1. Decouple
2. World Nuclear News
3. Nuclear Barbarians
4. Advanced Nuclear, the Official Podcast of UCAN Power
5. Atomically Speaking, the Nuclear Energy and National Security Coalition's Official Podcast

How many episodes of Nuclear Investing Podcast are there?

Nuclear Investing Podcast launched 8 months ago and published 16 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Nuclear Investing Podcast?

Recent guests on Nuclear Investing Podcast include:

1. Jake Jurewicz
2. Nick Smith
3. Andrew Meehan
4. Benton Arnett
5. Mark Hinaman
6. Madi Hilly
7. Rod Baltzer
8. Canon Bryan

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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