Nuclear Investing Podcast

Brennan Moore
  • 5.0 (1)
  • INVESTING

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

  1. 5D AGO

    #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 could reshape spent fuel management and significantly improve the capital efficiency of nuclear waste disposal. Join host Brennan Moore as he and Rod also explore the financial and investment landscape shaping this vital aspect of the nuclear fuel cycle.

    41 min

  2. JAN 29

    #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 (LEU, LEU+, HALEU) and how AI-driven energy demand is reshaping the nuclear landscape.

    58 min

  3. JAN 15

    #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 in 2026.

    50 min

  4. JAN 1

    #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 nuclear deployment, and investor thinking as the industry moves into its next phase.

    1h 14m

  5. 12/18/2025

    #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 investment are shaping the next era of nuclear energy.

    1h 11m

  6. 12/04/2025

    #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 approach to rapid development, their vision for manufacturing in a gigafactory-style facility, and why Texas is emerging as a strategic hub for both nuclear manufacturing and deployment. Tune in for a candid look at the milestones ahead—and what it will take to move advanced nuclear from concept to criticality in the near future.

    1h 10m

  7. 11/06/2025

    #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 future of nuclear energy innovation.

    1h 11m

  8. 10/23/2025

    #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 discover why nuclear is key to Texas’s energy renaissance and what that means for investors and the industry at large.

    54 min
  • 8 Episodes

About

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.

Information

  • Creator
    Brennan Moore
  • Years Active
    2025 - 2026
  • Episodes
    8
  • Rating
    Clean
  • Copyright
    © 2026 Brennan Moore