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Вміст надано Going Nuclear. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Going Nuclear або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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))
Adam Rozencwajg on this Uranium Bull Market's Early Innings
Manage episode 376296997 series 3437190
Вміст надано Going Nuclear. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Going Nuclear або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
It has been a very eventful summer for uranium and the nuclear energy industry. Not only has spot price for Uranium run over $60 per pound, but the narrative and sentiment surround nuclear energy also continues to improve.
Host Trevor Hall and Justin Huhn discuss the moves in price along with some of the micro news out of the sector over the past couple weeks, including news out of the Sprott Physical Uranium Trust.
The two then welcom in Adam Rozencwajg of Goehring & Rozencwajg to diccuss their thesis behind investing in the uranium market. The group published a quareter newsletter a couple week ago which broke down the thesis, arguing that the uranium bear market is over and we are now in the very early innings of the next bull market.
17 епізодів
Поширити
Manage episode 376296997 series 3437190
Вміст надано Going Nuclear. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Going Nuclear або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
It has been a very eventful summer for uranium and the nuclear energy industry. Not only has spot price for Uranium run over $60 per pound, but the narrative and sentiment surround nuclear energy also continues to improve.
Host Trevor Hall and Justin Huhn discuss the moves in price along with some of the micro news out of the sector over the past couple weeks, including news out of the Sprott Physical Uranium Trust.
The two then welcom in Adam Rozencwajg of Goehring & Rozencwajg to diccuss their thesis behind investing in the uranium market. The group published a quareter newsletter a couple week ago which broke down the thesis, arguing that the uranium bear market is over and we are now in the very early innings of the next bull market.
17 епізодів
Усі епізоди
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Схожі до Going Nuclear with Justin Huhn and Trevor Hall
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
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…
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This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
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continue reading
Montgomery & Company (MoCo) is a weekly podcast and radio show hosted by two-time WNBA Champion and Co-Owner/Vice President of the Atlanta Dream, Renee Montgomery, in partnership with WABE Atlanta. Both insightful and compelling, MoCo features interviews with some of the world’s top athletes, entertainers, and innovators as well as roundtable discussions with Renee’s colleagues, friends, and family, about sports, culture and building generational wealth. Montgomery & Company: Sports, Cultu ...
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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
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In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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Переходьте в офлайн за допомогою програми Player FM !
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