Created by the Value Team at Schroders, the Value Perspective podcast takes a look at decision making in complex and uncertain environments.
Episodes
Monday Oct 09, 2023
Monday Oct 09, 2023
In this episode of our Value Perspective ESG mini-series we’re joined by Arvind Sanger, founder and Managing Director of a hedge fund that focuses on sensible energy transition. We share a mutual friend with Arvind in former guest Arjun Murti. We sat down with Arvind to discuss: what has changed in the energy and material markets in the thirty plus years of his career; how the uranium market works; uranium’s demand and supply impact on the nuclear power sector; and finally nuclear’s main challenges, based on another recent piece on the matter by another former past guest Robert Brice. Enjoy!
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