Nuclear Investing Podcast
Brennan Moore 16 episodes Oct 29, 2026
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 of how companies plan to build, finance, and deploy next-generation nuclear projects — and how they aim to create lasting value for investors and society. The goal: to advance awareness and informed participation in the future of clean, reliable energy.
Episodes
#29: Texas Nuclear Summit Series - John Arnold & Reed Clay | Dissecting the Nuclear Hype Cycle
Episode 3 of our Texas Nuclear Summit series, recorded on location in Houston at the summit hosted by the Texas Nuclear Alliance.Brennan Moore sits down with John Arnold, Co-Founder & Co-Chair of Arnold Ventures, and Reed Clay, Founder & President of the Texas Nuclear Alliance, right after their panel at the summit.They get into what nuclear can learn from the public backlash to d
#28: Who's Most Exposed in the Nuclear Sell-Off? | This Week in Nuclear w/ Andrew Meehan
“...anyone with three traits is most exposed right now, and that’s long duration, cash burning, financing-dependent businesses.”Brennan Moore, CFA and Andrew Meehan of Neutron Power Ventures break down the sell-off in nuclear stocks, which names have held up, and how the project-level SPV behind CoreWeave’s financing (“the box”) shows up in nuclear projects too.Also in this episode- Why t
#27: September Roundtable | Week of the Uprates w/ Andrew Meehan
"We're building new nuclear by uprating our existing fleet."Brennan Moore, CFA and Andrew Meehan of Neutron Power Ventures break down the week of the uprates: Amazon/Constellation, Google/Constellation, and Vistra's conditional loan from DOE's Office of Energy Dominance Financing (EDF), with a hyperscaler behind each one.Also in this episode:- Why uprates are the most efficient means of n
#26: Texas Nuclear Summit Series - Jordan Robison of Natura | One Reactor, Three Use Cases
Episode 2 of our Texas Nuclear Summit series, recorded on location in Houston and hosted by the Texas Nuclear Alliance.Brennan Moore sits down with Jordan Robison, P.E., Chief Executive Officer of Natura Resources. Natura is building the MSR-1, a molten salt demonstration reactor at Abilene Christian University, and designing the MSR-100 to deliver power, clean water from oil field produc
#25: Texas Nuclear Summit Series - Andrew Meehan | Cost of Capital, Deal Flow, Korea, RELLIS Tour
Episode 1 of our Texas Nuclear Summit series, recorded on location in Houston and hosted by the Texas Nuclear Alliance.In this episode of the Nuclear Investing Podcast, host Brennan Moore sits down with frequent guest Andrew Meehan to discuss key trends across nuclear technology, financing, and market strategy. They explore recent corporate developments—including Holtec's withdrawn IPO an
#24: Ed McGinnis of Curio | Turning Nuclear Waste Into a Trillion-Dollar Resource
What if nuclear waste wasn't actually waste — but one of the most valuable untapped resources in the nuclear industry? In this episode of the Nuclear Investing Podcast, Brennan Moore sits down with Ed McGinnis, President & CEO of Curio, to talk through the business and investment case for recycling used nuclear fuel. The conversation covers Curio's business model, including revenue st
#23: August Roundtable | The Nuclear Race Is Heating Up with Andrew Meehan
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 Ant
#22: $6 Trillion by 2050 | Nuclear's Roadmap to Mainstream Finance with Lola Infante
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 t
#21: Nuclear Roundtable | Latest IPOs, Private Rounds, and Market Update with Mark Hinaman & Andrew Meehan
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 Lifecy
#20: Spotting Winning Nuclear Investments in 2026 with Ray Rothrock
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 alongs
#19: Deployable Energy | Post-Criticality Follow-Up with Bobby Gallagher
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 Deployabl
#18: Deployable Energy at Idaho National Lab | Inside the Sprint to Criticality with Bobby Gallagher
In this episode of the Nuclear Investing Podcast, host Brennan Moore interviews Bobby Gallagher, co-founder and CEO of Deployable Energy, about their innovative 1 MW, air-cooled mass-manufactured micro-reactor. Gallagher details how the company delivered a test reactor to Idaho National Lab in just 94 days through a strategic partnership with INL, and was recently selected for the Nuclear
#17: Idaho National Lab | Exploring the DOME with Sam Reiss
Host Brennan Moore interviews Sam Reiss of the National Reactor Innovation Center at Idaho National Lab regarding "the DOME" testing facility. Reiss outlines how NRIC's full cost-recovery model structurally de-risks advanced nuclear microreactors operationally, financially, and chronologically for commercial developers. Highlighting Radiant as the flagship facility's first upcoming develo
#16: Idaho National Lab | Inside the DOE Advanced Fuels Campaign with Dan Wachs
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 1990s to today's commercial renaissance driven by high-quality power demands. The conversation highlights critical supply chain bottlenecks in
#15 - Idaho National Lab: The Silicon Valley of Nuclear | Accelerating Advanced Reactor Tech
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, Gillespie explains how NRIC bridges the gap between government resources and private startups through programs like Launchpad. By repurposi
#14: Jake Jurewicz of Blue Energy | Prefab Nuclear and the Path to Project Finance
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 — borrowing from the LNG and offshore oil and gas playbook — could cut construction timelines in half, eliminate the traveling circus problem,
#13: Nick Smith of Raven-Flint | Solving the Uranium Conversion Crunch
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 expertise to modernizing this step and helping advanced reactors scale faster and more safely. In this episode, he digs into the complexities of
#12: Nuclear Roundtable | March 2026 with Andrew Meehan and Canon Bryan
Join host Brennan Moore, Andrew Meehan, and Canon Bryan as they unpack X-Energy's upcoming IPO, TerraPower's NRC construction permit, the new regulatory Path 53 that could expand nuclear approval in the near future, and much more. This month's roundtable has the latest news in the world of nuclear energy, including news from CERAWeek, their thoughts on cost-effective energy, and how the w
#11: Financing New Nuclear: Inside the DevCo Model with NEI's Benton Arnett
Benton Arnett, Senior Director of Markets and Policy at the Nuclear Energy Institute (NEI), joins Brennan Moore to break down how new nuclear projects are actually getting financed today. We cover key takeaways from NEI’s Nuclear Financing Summit, why traditional nuclear players still have an edge in market perception, and how the DevCo model is emerging as a practical path to getting pro
#10: Nuclear Roundtable | February 2026 with Andrew Meehan and Mark Hinaman
What happens when the hype around SMRs meets the harsh realities of public markets? Join Andrew Meehan and Mark Hinaman as we unpack why many SMR stocks have struggled recently despite soaring interest and explore where true investment opportunities lie between private innovation and uranium’s rising momentum. This month's roundtable has the latest news in the world of nuclear energy, inc
#9: Nuclear Roundtable | January 2026 with Madi Hilly & Andrew Meehan
Madi Hilly and Andrew Meehan join host Brennan Moore in this inaugural monthly roundtable of the Nuclear Investing Podcast to unpack the latest developments in nuclear energy. From Madi’s viral pregnancy photos at Idaho National Lab underscoring public perception challenges to deep dives on advanced nuclear deals, state policy twists in Illinois, views on nuclear waste, and evolving grid
#8: Nuclear Waste, One Mile Underground: A New Approach with Rod Baltzer & Deep Isolation
Nuclear waste disposal is often seen as a political hurdle, but what if technology could revolutionize how we think about nuclear waste products? Rod Baltzer of Deep Isolation reveals how advanced directional drilling techniques—refined over decades by the oil & gas industry—offer a modular, cost-effective solution to safely bury spent nuclear fuel deep underground. This innovation co
#7: Unlocking the Ocean’s Uranium: Canon Bryan of SuperCritical
What if the future of nuclear fuel lies not in the earth, but in the ocean? Canon Bryan, founder of SuperCritical Materials and co-founder of Terrestrial Energy, explains how his company is pioneering industrial-scale extraction of uranium and critical metals from seawater—unlocking a virtually unlimited fuel source for nuclear energy. Tune in for a primer on uranium enrichment categories
#6: Part 2: 2026 Nuclear Industry Outlook and Projections (feat. Nick Touran)
What does 2026 hold for the nuclear industry?Andrew Meehan, Nick Touran, and Regis Matzie join host Brennan Moore to share forward-looking views on uranium pricing, SMR approvals, U.S. projects under construction, AP1000 announcements, and the likelihood of IPOs and SPAC activity. The conversation frames which signals investors should watch most closely as nuclear deployment accelerates i
#5: Part 1: 2025 Nuclear Industry Year in Review (feat. Nick Touran)
What defined nuclear energy in 2025? Regis Matzie, Nick Touran, and Andrew Meehan join host Brennan Moore to break down the year’s most consequential developments, including unprecedented executive orders, reactor restarts, and Big Tech’s growing support of advanced nuclear. The discussion reflects on which decisions from 2025 are likely to influence the future regulatory framework, new n
#4: Regis Matzie | Nuclear Power’s Role in Meeting America’s Growing Energy Demand
Nuclear power isn’t just about electricity—it’s the backbone of a clean, reliable energy future with untapped potential beyond the grid. Join Brennan Moore and nuclear expert Regis Matzie as they unpack the characteristics of traditional and advanced reactors, the realities of cost and waste, and why the U.S. is poised for a nuclear renaissance. Tune in to discover how innovation and inve
#3: Matt Loszak | Aalo Atomics’ Innovative Approach to Next-Gen Nuclear Deployment
What does it take to build a next-generation nuclear company from the ground up? In this episode, Matt Loszak joins Brennan Moore to break down how Aalo Atomics is advancing a factory-built, sodium-cooled reactor designed to meet the massive power demands of data centers. Later in the episode, Reed Clay from the Texas Nuclear Alliance joins as a surprise guest. We discuss the team’s appro
#2: How Big Capital Enters New Energy Frontiers — And Why Nuclear Is Next with Simon Irish
Terrestrial Energy CEO Simon Irish joins host Brennan Moore to explore the evolving landscape of nuclear capital markets, the strategic decisions behind molten salt reactor technology, and the critical path toward commercial deployment. With insights drawn from his unique blend of finance and nuclear industry experience, Simon sheds light on the challenges and opportunities shaping the fu
#1: How to Invest in Nuclear: Insights from Reed Clay at the Texas Nuclear Summit
Texas is positioning itself as the future nuclear capital of the world, driven by bold leadership and a booming energy demand. Reed Clay, founder of the Texas Nuclear Alliance, shares how Texas is tackling nuclear deployment, fuel supply, and waste management to power the next generation—especially with innovative small modular reactors and strategic uranium extraction. Tune in to discove
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