The Senate Committee on Energy and Natural Resources held a hearing on infrastructure this week:

energy.senate.gov/hearings/2021/…

Lots of discussion about water use and wildfire management, but also commentary on nuclear power and critical minerals that may be of interest to investors. In his opening remarks, Chairman @Sen_JoeManchin talked about supporting our “zero emission #nuclear fleet” and rebuilding our domestic supply chains by responsibly mining #criticalminerals

Stan Druckenmiller gave the keynote speech at the USC Student Investment Fund annual meeting last week:

vimeo.com/548917378

A rare long form (1 hr) conversation where he touched on a wide range of topics. The first 20 minutes expands on the ideas he discussed in his op-ed in the WSJ this week titled “The Fed is Playing With Fire” where he expressed concern that the Fed was remaining accommodative for too long and risking an asset bubble.

wsj.com/articles/the-f…