Macro Voices cover image

MacroVoices #356 Justin Huhn: Investing in All Thing Nuclear

Macro Voices

00:00

The Risk of Earth Strategy for Uranium Mining Stocks

The uranium trust is sitting at a 10% discount to Nav. The lowest it's ever traded was something like a 17% discount, which didn't stay there very long. I think that when the commodity starts moving and starts moving substantially to the upside is when really you could have substantially more leverage with the miners. Obviously, for a mid to long term hold, you'll have far more leverage at the miners.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app