From wildfires to AI-driven demand surges, the power grid is under pressure—and so is the investment landscape around it. Scott Harland of Rockland Capital visits with Greg Dowling of FEG to explore the risks, opportunities, and critical shifts shaping the future of energy. Topics covered include: Show Notes Hungry, Hungry, Hyperscalers with Scott Harlan—F.E.G. Investment Advisors Episode Sponsors Related Episodes 502: Should You Invest in Nuclear Energy? 469: … [Read more...]
502: Should You Invest in Nuclear Energy?
Why has there been renewed interest in nuclear power generation in the last couple of years, and how can we invest in it? Topics covered include: Show Notes Microsoft in deal for Three Mile Island nuclear power to meet AI demand by Myles McCormick and Jamie Smyth—The Financial Times Nuclear Power Was Once Shunned at Climate Talks. Now, It’s a Rising Star. by Brad Plumer—The New York Times Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad … [Read more...]
275 Plus: Deciding Between ETFs, Investing in Nuclear Energy, and a Member Portfolio Review
In Plus episode 275 for the week of November 2, 2019 we look at the criteria for deciding to invest in an ETF sponsored by Vanguard, iShares, Schwab or some other platform. We look at the difference between investing and supporting a particular social cause particular as it relates to nuclear energy. We analyze two nuclear energy related ETFs. Finally, we analyze a member's asset allocation to see if it is too aggressive or too conservative and discuss why there isn't an absolute correct … [Read more...]
