| Jan Stuart has one of the most fascinating jobs in finance. As an energy analyst at investment bank Piper Sandler, he not only monitors trends in the energy markets, but also the spiderweb of geopolitical forces that affect how (and if) 8 billion people across the globe keep the lights on. In the latest Global Macro Update interview, Jan and Mauldin Economics COO Ed D’Agostino discuss nuclear energy’s “green” makeover, the private support Bill Gates is pouring into nuclear development, and whether uranium bulls are too early to the party. You can learn more about Jan Stuart here: http://www.pipersandler.com/about/people/jan-stuart Stay informed on the big trends by subscribing to Global Macro Update here: https://www.mauldineconomics.com/go/JM499Z20/YTB Please stay in touch by following me on X (formerly Twitter) @EdDAgostino: https://twitter.com/EdDAgostino Time stamps: 00:00 Intro 00:46 Investor and environmental interest in uranium 07:26 Time horizon on nuclear energy boom and Bill Gates’ support 11:14 Cybersecurity and non-kinetic terrorism risk 13:39 Nuclear energy’s role in US and global power generation 24:39 Big moves in the uranium market 28:31 Outlook on oil and gas prices 41:54 Recession calls 42:40 America’s energy insurance policy |
Each week, investors and financial professionals around the globe turn to John Mauldin to better understand Wall Street, global markets, and the drivers of the world economy. And for good reason. John is a noted financial expert, a New York Times best-selling author, a pioneering online commentator, and the publisher of one of the first publications to provide investors with free, unbiased information and guidance—Thoughts from the Frontline—one of the most widely read investment newsletters in the world.
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