Jan 28, 2019
Geopolitics aren’t just for news junkies or history buffs. Investors must take a global view.
Russia is less oil-dependent… China is returning to its long-term strategic thinking… and the Brits are struggling with Brexit…
In a vacuum—and without the proper mental framework—none of this might seem to matter...
Jan 22, 2019
I’ve just left the Vancouver Resource Investment Conference (VRIC) and am making my way back home. On today’s podcast I give a recap of the event and share my reactions to the speakers…
I also break down how to protect yourself from the inevitable noise that comes any time a group of “experts” get together.
Jan 14, 2019
Uranium fundamentals have been improving dramatically for over a year… kind of like my New York Islanders.
The Islanders have improved markedly—their defense has gone from the bottom of the league to near the top.
And with uranium, we’re about to witness a quantum leap that will make investors finally take...
Jan 7, 2019
Happy New Year! Before we took a
break for the holidays, I interviewed my buddy Arthur Hyde, a uranium hedge fund manager at
Segra Capital, and promised
that it was part one of a two-part series.
You can listen to the first episode here, where he and I begin our deep dive into the world of uranium and the fundamental...