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A master class in uranium... and the best risk/reward setup I’ve ever seen (Ep. 52)

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Manage episode 229120548 series 2084503
Content provided by Curzio Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Curzio Research 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.

This is the best risk/reward setup I’ve ever seen in my investing career… And nothing is a close second.

Technical factors involving geopolitics and an ETF rebalancing have masked dramatically improved fundamentals in the uranium and nuclear power industries…

And the market is asleep at the switch.

That means you can still get up to speed and prepare for the uranium bull market.

My guests today are Bannerman Resources CEO Brandon Munro and 50-year nuclear engineering veteran Malcolm Rawlingson. Join us as we dissect nuclear power demand… primary and secondary supply… enrichment/underfeeding… and the role China and Russia play in the nuclear fuel cycle.

  continue reading

75 episodes

Artwork
iconShare
 
Manage episode 229120548 series 2084503
Content provided by Curzio Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Curzio Research 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.

This is the best risk/reward setup I’ve ever seen in my investing career… And nothing is a close second.

Technical factors involving geopolitics and an ETF rebalancing have masked dramatically improved fundamentals in the uranium and nuclear power industries…

And the market is asleep at the switch.

That means you can still get up to speed and prepare for the uranium bull market.

My guests today are Bannerman Resources CEO Brandon Munro and 50-year nuclear engineering veteran Malcolm Rawlingson. Join us as we dissect nuclear power demand… primary and secondary supply… enrichment/underfeeding… and the role China and Russia play in the nuclear fuel cycle.

  continue reading

75 episodes

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