Jon Quast

speaker

8,012 appearances 79 recordings 2 series first heard Oct 2025 last heard 10 Sep

Jon Quast’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 79 in all, peaking in Aug 2026 with 10.

Appearances

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Motley Fool Hidden Gems Investing · Nuclear Energy Gets a Big Government Boost (Again) · 25 Jun 2026 podcast

And the government is saying, we'll give you the money if you can make it happen.

Yeah, I mean, it'll be interesting to see.

They are creating some special purpose vehicles to build out these five major projects.

And so it really does depend on, I could see there being some smaller players that get part of these jobs that for them, it actually is quite a significant needle moving event.

But as you point out, some of these energy companies are quite large.

And so maybe a single nuclear reactor, though that is significant as far as the

national security aspect goes, but from a business point of view, maybe not a huge material driver of results.

On those lines, Tyler, if you're a new investor listening to this podcast, I would encourage you to figure one thing out really quickly.

Learn the difference between investing in the future and speculating on it, because that's a huge difference.

We do want to be forward-looking in our investment theses, but there is a point where we cross over to, we're just speculating on a very...

unlikely scenario playing out in the future and being a big winner if that happens, rather than actually investing in what's happening right now and where it's going.

Anecdotally, you know, I believe in hydrogen fuel cells.

I do like that concept.

And a friend came to me several years ago wanting to invest in Nikola, and that's what Nikola was really kind of pushing for, these hydrogen fuel cells.

And I encourage this friend of mine, be careful with this stock because, yeah, while there's some cool ideas here, it's not really a business.

They're not really making anything yet.

And it turns out that that company went bankrupt before they reached production.

I think that in the nuclear industry right now, we're seeing some companies come to the market that I think will eventually go to zero.

I don't know which ones, but I think there are some that will.

Basically, you have...

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