
MI Rewind: The Bull Case for Uranium w/ Justin Huhn
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Downsides of Nuclear
I think that nuclear has its place in an energy grid. There's so many huge potential issues that could be helped with the implementation of nuclear. The downsides to nuclear, all things considered, are acceptable. It is a very good source of clean and base load energy that could shoot. You could have nuclear desalinating in areas that are stricken by drought.
Clay Finck chats with Justin Huhn about the overall uranium market and why Justin is bullish on the sector.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:46 - An overview of the uranium market and what market forces have an influence on price.
11:10 - Ways in which a retail investor can take a position in the uranium sector.
15:15 - The role that the Sprott Physical Uranium Trust plays in the overall market for uranium.
23:13 - Why nuclear reactors are currently purchasing less uranium than they actually consume.
25:53 - What has kept the nuclear energy sector from becoming a primary source of energy in the US or in other developed countries, and how might that change in the future?
42:13 - How cyclicality plays into the uranium market and where Justin believes we are at in the bull uranium cycle.
47:52 - The tell tale signs that Justin looks for when selling his uranium positions.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
- Get access to Justin’s newsletter at Uranium Insider.
- Related episode: Listen to MI068: Investing In Commodities w/ David Morgan, or watch the video.
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