{"podcast":{"title":"The Derivative","slug":"the-derivative-1211538","podcast_index_feed_id":1211538,"rss_url":"https://anchor.fm/s/11908b3c/podcast/rss","website_url":"https://www.rcmalternatives.com/the-derivative-podcast-2/","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/2846855/2846855-1620915954456-19c2307e4d322.jpg","author":"RCM Alternatives","episode_count":233,"summary":"Welcome to The Derivative by RCM Alternatives, where we dive into what makes alternative investments go, analyze the strategies of unique hedge fund managers, and chat with interesting guests from across the investment world. Hosted by RCM Managing Partner, Jeff Malec, join us to take a ride through the world of alternative investments.","last_synced_at":"2026-07-10T08:18:50.968173+00:00","page_url":"https://stenobird.com/podcast/the-derivative-1211538"},"episode":{"title":"Going Nuclear: How Uranium is Powering Portfolios with Trevor Hall & Justin Huhn","slug":"going-nuclear-how-uranium-is-powering-portfolios-with-trevor-hall-justin-huhn","published_at":"2026-02-19T20:03:44+00:00","page_url":"https://stenobird.com/podcast/the-derivative-1211538/going-nuclear-how-uranium-is-powering-portfolios-with-trevor-hall-justin-huhn","show_page_url":"https://stenobird.com/podcast/the-derivative-1211538","url":"https://podcasters.spotify.com/pod/show/rcm-alts-the-derivative/episodes/Going-Nuclear-How-Uranium-is-Powering-Portfolios-with-Trevor-Hall--Justin-Huhn-e3fb0qe","audio_url":"https://anchor.fm/s/11908b3c/podcast/play/115753230/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-1-19%2F418434592-44100-2-4c0f46f13c8f2.m4a","summary":"In this episode of The Derivative, host Jeff Malec talks with uranium analyst Justin Huhn and mining and commodities commentator Trevor Hall of the Going Nuclear podcast about why uranium and nuclear power may be the most compelling long-term solution for clean baseload energy. They dig into the current uranium bull market, how AI and data centers are driving a step-change in electricity demand, what makes the uranium supply–demand setup unique versus oil and gas, and why life extensions of existing reactors matter so much. The discussion also takes its course exploring the future of SMRs and advanced reactors, the realities of nuclear safety and waste, the role of geopolitics and utilities, and what could propel the next major move in uranium prices. SEND IT! Chapters: 00:00-01:06= Intro 01:07-09:33 = Why Nuclear Now? The Case for Clean Baseload Power, AI Demand, and the Uranium Supply Squeeze 09:34-18:37 = Uranium as a Commodity: Mining, Supply Risks, Financial Players, and Long-Cycle Price Dynamics 18:38-28:50 = Nuclear Safety, Waste Myths, and Why Fossil Fuels Funded Anti-Nuclear Fear 28:51-39:59 = SMRs, Advanced Reactor Designs, and the Costly Lesson of Vogtle 40:00-50:20 = SMRs, Military Reactors, and the High Stakes of Building New Nuclear 50:21-57:09 = Politics, Big Projects, and How Data Centers Are Driving an Energy Crunch 57:10-1:03:50 = Hyperscalers, Fuel Security, and the Next Uranium Shock From the episode: Going Nuclear podcast: Apple: https://podcasts.apple.com/us/podcast/going-nuclear-with-justin-huhn-and-trevor-hall/id1660633132 Spotify: https://open.spotify.com/show/6QAKNtCsXExOBKV8y6cwCu Follow along with Trevor and Justin on LinkedIn, check them out on Twitter/X: @TrevAHall / @uraniuminsider, and be sure to visit https://clearcommodity.net/ and htt…","meta_description":"In this episode of The Derivative, host Jeff Malec talks with uranium analyst Justin Huhn and mining and commodities commentator Trevor Hall of the Going…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3830,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-derivative-1211538/episodes/going-nuclear-how-uranium-is-powering-portfolios-with-trevor-hall-justin-huhn/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-derivative-1211538/going-nuclear-how-uranium-is-powering-portfolios-with-trevor-hall-justin-huhn.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}