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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Content provided by L2capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by L2capital 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.
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L2 Capital Podcast #10: Chat with Marcelo López - Uranium Investment thesis
Manage episode 234278398 series 2493704
Content provided by L2capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by L2capital 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.
In this special episode Marcelo López shares his insights on the uranium investment thesis.
It has been recorded in Portuguese.
Please share it with your Portuguese-speaking friends.
-
No episódio especial de hoje, invertemos os papéis. Marcelo López ocupou o lugar de convidado num bate-papo com Rafael Siqueira sobre a oportunidade de investimento em urânio.
Quer entender por que a L2 Capital acredita tanto na tese de investimento em urânio? Compartilhamos com você de forma clara e abrangente as conclusões das análises dessa oportunidade que está fora do radar dos investidores.
Marcelo conta sobre sua trajetória no mercado financeiro, sua experiência como hedge fund manager em Londres, como se deparou com essa tese e o que o motivou a ir mais a fundo para entender as peculiaridades do setor.
Após viajar por diversos países, dedicar muito tempo e recursos, e conversar com todos os players do setor, como executivos de mineradoras, de usinas nucleares (utilities) e de enriquecedores, geólogos e analistas, Marcelo identificou no urânio uma oportunidade que ele considera ímpar.
Nesse podcast, Marcelo responde às principais perguntas dos investidores.
Por que os preços estão tão baixos e como eles chegaram lá? Marcelo explica detalhadamente como uma confluência de fatores contribuiu para a queda da commodity.
O que mudou nesses fatores desde então?
Como é a dinâmica do setor, os aspectos da demanda, da oferta e do preço?
No que devemos prestar atenção ao analisar o setor?
O que está puxando a demanda?
Como a oferta está reagindo ao cenário?
Qual o preço de equilíbrio?
Como foi o último bull market e quais fatores o impulsionaram?
O que o atual bull market tem de diferente do último?
O que esperar daqui para frente?
Qual o horizonte para consolidação da tese?
Quais são os catalisadores?
O que é a petição da Section 232 e qual o impacto dela para o mercado e para os investidores?
Como se posicionar para lucrar com a correção dos preços?
Tudo isso trazido a você de forma direta e informativa.
To know more about L2 Capital Partners, please check out our website!The L2 Capital Podcast focuses on potential opportunities in the market, and brings to you industry leaders and intelligent conversation about their respective areas of expertise.Follow us on social media:
Follow our podcast on all platforms:
39 episodes
Share
Manage episode 234278398 series 2493704
Content provided by L2capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by L2capital 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.
In this special episode Marcelo López shares his insights on the uranium investment thesis.
It has been recorded in Portuguese.
Please share it with your Portuguese-speaking friends.
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No episódio especial de hoje, invertemos os papéis. Marcelo López ocupou o lugar de convidado num bate-papo com Rafael Siqueira sobre a oportunidade de investimento em urânio.
Quer entender por que a L2 Capital acredita tanto na tese de investimento em urânio? Compartilhamos com você de forma clara e abrangente as conclusões das análises dessa oportunidade que está fora do radar dos investidores.
Marcelo conta sobre sua trajetória no mercado financeiro, sua experiência como hedge fund manager em Londres, como se deparou com essa tese e o que o motivou a ir mais a fundo para entender as peculiaridades do setor.
Após viajar por diversos países, dedicar muito tempo e recursos, e conversar com todos os players do setor, como executivos de mineradoras, de usinas nucleares (utilities) e de enriquecedores, geólogos e analistas, Marcelo identificou no urânio uma oportunidade que ele considera ímpar.
Nesse podcast, Marcelo responde às principais perguntas dos investidores.
Por que os preços estão tão baixos e como eles chegaram lá? Marcelo explica detalhadamente como uma confluência de fatores contribuiu para a queda da commodity.
O que mudou nesses fatores desde então?
Como é a dinâmica do setor, os aspectos da demanda, da oferta e do preço?
No que devemos prestar atenção ao analisar o setor?
O que está puxando a demanda?
Como a oferta está reagindo ao cenário?
Qual o preço de equilíbrio?
Como foi o último bull market e quais fatores o impulsionaram?
O que o atual bull market tem de diferente do último?
O que esperar daqui para frente?
Qual o horizonte para consolidação da tese?
Quais são os catalisadores?
O que é a petição da Section 232 e qual o impacto dela para o mercado e para os investidores?
Como se posicionar para lucrar com a correção dos preços?
Tudo isso trazido a você de forma direta e informativa.
To know more about L2 Capital Partners, please check out our website!The L2 Capital Podcast focuses on potential opportunities in the market, and brings to you industry leaders and intelligent conversation about their respective areas of expertise.Follow us on social media:
Follow our podcast on all platforms:
39 episodes
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Similar to L2 Capital
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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Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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continue reading
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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.
…
continue reading
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continue reading
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