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.
#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 data centers, why community buy-in has to start before a project arrives, where nuclear sits on the Gartner Hype Cycle, whether the US needs to build another large-scale reactor, the brownfield opportunity at Comanche Peak and South Texas Project, and how John thinks about allocating to nuclear today.
25 Oct 2026
#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 this downturn could quickly filter the field of reactor developers into winners and losers
- Public vs private: where nuclear companies should raise right now, and where investors may find better value
- The pro rata rights dispute between Valar Atomics and early investor Day One Ventures, and why choosing aligned partners matters
- X-energy’s 960 MW joint development agreement with Amazon and AEP
- The Nuclear Company’s 6.6 GW AP1000 proposal in Kentucky, and EDF financing vs regulatory reform
- NRC renews the AP1000 design certification through 2066
- Kairos Power raises $643mm for Hermes 2
- Urenco’s enrichment expansion, and incumbents vs new entrants like General Matter
#NuclearEnergy #SMR #CleanTechInvesting #EnergyTransition #PublicMarkets #NuclearFinance
15 Oct 2026
#28: Texas Nuclear Summit Series - Rod Adams | Democratizing Access to Nuclear Venture Capital
Episode 3 of our Texas Nuclear Summit series.
This one was a privilege. Rod Adams has been making the case for nuclear since before most of the industry was listening. Atomic Insights started as a paper newsletter mailed to subscribers who paid by check in the 1990s, and the Atomic Show podcast has now passed 20 years and more than 350 episodes. For a lot of us getting into this business, it was where you went to actually learn it.
Rod is a former Navy nuclear submarine officer and Managing Partner at Nucleation Capital, the venture capital fund he built with Valerie Gardner to democratize access to investing in nuclear. Nucleation invests across three climate-focused verticals: advanced nuclear, carbon reduction technologies, and grid enhancement.
We get into how Nucleation opens up nuclear venture investing through a rolling fund, what that actually means, how their quarterly commitments, syndicate and SPVs work, and what their future plans are. Rod walks through their diligence process, the technologies they've favored and stayed away from, what he looks for in a founder and team, and other lessons learned across his 25 investments so far. Portfolio names come up along the way, including his first investment in Core Power and more recent deals with Deployable Energy, Apollo Atomics and Copenhagen Atomics. Lots of valuable insights on this episode.
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3 ratings
Spotify
4.4 / 5
5 ratings
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