MI248: Inflation is Here to Stay w/ Tavi Costa
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Are You Quite Bullish on Uranium?
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.
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