HeyJaredNuclear Investing Podcast
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…
- Indexed episodes, last 90 days
- 6
- Latest publication
- Sep 11, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 16, 2026
Latest episodes
#23: August Roundtable | The Nuclear Race Is Heating Up with Andrew Meehan (opens the original)
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The nuclear industry is moving fast — but where are the real opportunities for investors? In the August roundtable, Brennan Moore is joined by Andrew Meehan to cover the latest developments across nuclear energy. They break down new criticality milestones under DOE's Reactor Pilot Program and the Nuclear Energy Launch Pad, plus the U.S. Army's Project Janus microreactor selections with Antares, BWXT, General Atomics, Radiant, and Westinghouse. On the fuel side, they cover new supply agreements f
#22: $6 Trillion by 2050 | Nuclear's Roadmap to Mainstream Finance with Lola Infante (opens the original)
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Lola Infante, Senior Programme Lead for Economics and Finance at the World Nuclear Association, joins the show to walk through WNA's new Roadmap to Mainstream Finance. The roadmap lays out three phases — Strategic Capital, Catalytic Capital, and Mainstream Finance — for how nuclear moves from government-backed financing today to a fully priced, liquid asset class. Lola and Brennan cover the $6 trillion capital need through 2050 (an overnight cost figure that excludes financing costs during const
#21: Nuclear Roundtable | Latest IPOs, Private Rounds, and Market Update with Mark Hinaman & Andrew Meehan (opens the original)
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Host Brennan Moore is joined by returning guests Mark Hinaman and Andrew Meehan for a roundtable on capital markets for nuclear investing. The conversation covers how the recent IPO class has traded since pricing, why private rounds have held up considerably better, the Westinghouse and Holtec filings, DOE's third round of HALEU allocations, the five finalist states for the Nuclear Lifecycle Innovation Campuses, and the summer's run of reactors reaching criticality — including Oklo's isotope rea
#20: Spotting Winning Nuclear Investments in 2026 with Ray Rothrock (opens the original)
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A dynamic conversation unfolds between guest host Andrew Meehan and guest Ray Rothrock, a former nuclear engineer turned venture capitalist, as they reflect on the pivotal developments in nuclear and energy markets during the first half of 2026. They explore the surge of capital entering the sector, the rise of numerous reactor startups, and the evolving landscape of nuclear’s role alongside other energy technologies. Ray offers insightful perspectives on investment strategies, operational chall
#19: Deployable Energy | Post-Criticality Follow-Up with Bobby Gallagher (opens the original)
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In this follow-up episode of the Nuclear Investing Podcast, host Brennan Moore catches up with Bobby Gallagher, co-founder and CEO of Deployable Energy, after the company reached criticality on June 30th — becoming one of only four companies to meet the July 4th deadline set by the executive orders. Bobby walks through what it took to get there, the challenges along the way, and Deployable's next steps as they expand into data centers, maritime, and critical infrastructure. For the full backstor
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