The uranium sector has been on a multi-year bull run and it just seems like a really promising setup with the demand given all the nuclear installations in Asia going on. I'm wondering what your outlook on the sector is. You said you would allocate a bit to it, but I'm just wondering if you're quite bullish on this as some other people are. Lithium is a very popular side of the commodity market that I don't believe is attractive at all. Crescett owns major companies such as Chemical which will do well if we have a uranium cycle.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:34 - Why Tavi thinks the era of easy money is over and value investing is coming back.
02:34 - Why Tavi thinks we are entering an inflationary decade and the four pillars of inflation driving this thesis.
12:15 - His thoughts on the energy sector and if it will continue to have a third strong year?
12:15 - The composition of his portfolio, including his long positions and which parts of the market he has short positions on right now.
27:49 - Why Tavi believes we are in a new commodity bull cycle.
42:31 - His thoughts and outlook on the mining, energy, uranium, and agricultural sectors.
42:31 - The reasons behind why Tavi is most bullish on the mining sector.
42:20 - His thoughts on the Uranium sector.
39:33 - His checklist for finding great investments in the mining sector.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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