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Adam Rozencwajg on this Uranium Bull Market's Early Innings
Manage episode 376296997 series 3437190
Content provided by Going Nuclear. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Going Nuclear or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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.
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Manage episode 376296997 series 3437190
Content provided by Going Nuclear. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Going Nuclear or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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.
16 episodes
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Similar to Going Nuclear with Justin Huhn and Trevor Hall
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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continue reading
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…
continue reading
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…
continue reading
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
…
continue reading
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.
…
continue reading
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…
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…
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…
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