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Markets 2025 Halftime Report

2025/6/30
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Prof G Markets

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Chapters
New York's plans for a new nuclear power plant spark a discussion about the role of nuclear energy in meeting growing energy demands and addressing the potential for rolling blackouts. The conversation also touches upon China's significant investments in nuclear energy and its implications for global energy production.
  • New York plans a new nuclear power plant to meet increasing energy needs.
  • China is significantly expanding its nuclear energy capacity.
  • Nuclear stocks are performing well due to increased demand.

Shownotes Transcript

Scott and Ed break down why New York is pushing ahead with a new nuclear power plant. Scott makes the case for nuclear as a smart long-term investment, while Ed raises concerns about China’s growing lead in energy production. Next, they unpack NATO’s plan to increase defense spending and what that means for the broader global economy. Finally, they review the market’s performance in the first half of the year and discuss why we need better tools to measure economic health.

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