#27 Jason Downie & Edward Herring on the U.S. Energy Shortage, Nuclear’s Comeback & Investment Strategy

About the episode

Tailwater Capital’s Jason Downie and Edward Herring examine today’s U.S. energy crunch driven by AI demand, population growth, and infrastructure constraints. They discuss nuclear’s comeback and how disciplined investors are positioning for long-term value in a market defined by reliability and capital scarcity.