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Money Maze Curated PodcastsAuthor: Curated Podcasts - With Simon Brewer
Designed for finance professionals, these episodes offer in-depth insights into a range of investment funds and other businesses, with guests from some of the most innovative and respected firms in the industry. Hosted by Simon Brewer and produced by the Money Maze Podcast team, these shows are produced in partnership with the featured firms, ensuring we can bring you more entertaining and educational content for free! Language: en Genres: Business, Investing, Management Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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32: The Nuclear Renaissance: Opportunities in a Rewired Energy World, With Ocean Wall’s, Ben Finegold
Episode 32
Thursday, 21 May, 2026
As the world fragments into what Ocean Wall calls a ‘Molecular War’, a contest fought not with armies but with atoms, isotopes, and the other materials that underpin modern industry, the indispensable ingredient is energy and within this, the role of nuclear is being more widely understood. Ocean Wall has been early and vocal in arguing that uranium sits in the same strategic bucket as helium, tungsten, and metallurgical coal, assets whose scarcity, indispensability, and geopolitical chokepoints create asymmetric investment opportunities. Ben explains the supply and demand dynamics of Uranium; He describes where the shortfalls exist, and both traditional and now additional new demand from the financial community. He shines the light on Chinese nuclear build outs at a rate unimaginable in the West, Japan’s rapprochement with Nuclear, Indian ambitions to build reactors, and all of this before strategic reserves are built at National levels. Ben then explains the FiveT Nuclear Fund, where Ocean Wall is investment advisor. He describes the investment process, the investable options, liquidity, structure, costs and size. In short, he explains why they feel we are still at the foothills of an important Uranium bull market. Newsletter | LinkedIn | YouTube
