Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
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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