Australia has some of the biggest uranium reserves in the world - and uranium prices are booming, as more countries look to nuclear power.

So what does it all mean for investors and companies connected to the sector?

Guy Keller, portfolio manager for the Tribeca Nuclear Energy Opportunities Strategy, talks to Sean Aylmer about uranium and nuclear energy: how it all works, safety, political attitudes to nuclear power, Australia's place in the global supply chain, and whether Australian companies have the capacity to meet future demand.