Podcast: Copenhagen Atomics and the future of nuclear power
Saxo Market Call
Summary: In this special edition of the Saxo Market Call podcast, we have a long form conversation with Thomas Jam Pedersen, co-founder of Copenhagen Atomics, a start-up company working to bring a new generation of nuclear energy to market using thorium molten salt reactors, or TSMRs. In the conversation, we look at the amazing potential for this new source of primary energy for driving the global economy, what makes it promising relative to legacy nuclear power and alternative energy sources, as well as how it can eventually replace the fossil fuels that drive climate change concerns and are still the primary foundation of our current global energy system. We also look at some of the engineering and regulatory challenges of TSMRs, as well as the kinds of companies that are likely to emerge as the best investment prospects in this space in the years to come.
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Quarterly Outlook Q2 2022
Quarterly Outlook Q2 2022: The End Game has arrived
- Shocks from covid and the war in Ukraine have forced the global financial and political world to change, but what will the end game be?
Productivity and innovation have never been more importantAs the world economy hits physical limits and central banks tighten their belts, could equities be facing a 10-15% downside?
The great EUR recovery and the difficulty of trading itIf the terrible fog of war hopefully lifts soon, the conditions are promising for the euro to reprice significantly higher.
Tight commodity markets – turbocharged by war and sanctionsWith supply already tight, commodities keep powering on. But will it last for yet another quarter?
Between a rock and a hard placeGeopolitical concerns will add upward price pressures and fears of slower growth, while volatility will remain elevated.
The Great ErosionInflation is everywhere and central banks try to combat it. But will they get it under control in time?
Australian investing: Six considerations amid triple Rs: rising rates, record inflation and likely recessionWhile global financial markets are struggling in an uncertain world, the commodity-heavy Australian ASX index is poised to keep a positive momentum.
Cybersecurity – the rush to catch up with realityWith the invasion of Ukraine, governments and private companies are rushing to reinforce their cyber defenses.