Hi all,
For those interested. American macro markets podcast that does a good job in underlying the thesis of the uranium play.
this is in two parts, the first is with a nuclear engineer who spells out the pros and cons as well as technology direction (and required fuel types) the second is with a fund manager who looks directly into the investment opportunities.
https://open.spotify.com/episode/74SkPN0sy8g8XDDv1ZogGc?si=2xfR6RKiTN6xyrrSAYWUKg
incase the link doesn't work the podcast is called macrovoices and it's episode 355 and 356.
hope it helps.
Hi all,For those interested. American macro markets podcast that...
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