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 drivers behind the
market.
Unfortunately, Art is down with the
flu today… but I’ll have part two for you next
week.
In the meantime, I revisited some
lessons I’ve learned in my first year as a podcast host. (If you’re
a regular listener… and especially if you subscribe to my
Moneyflow
Trader investment
advisory… you know I always take learnings and try to improve upon
them.)
On today’s show I talk about the
importance of having an investing framework… what mine is… and the
critical role geopolitics play in it.
Don’t think I let you off the
monologue hook… I share my predictions on the upcoming NFL
playoffs—as well as tonight’s national championship college
football battle between Clemson and Alabama (Roll Tide!). And the Islanders are on fire...