MH+ Ep.23 Kuppy’s Korner
The Market Huddle
00:00
Identifying Tailwind and Managing Concentrated Positions
Discussion on identifying tailwind, resizing trades, and managing concentrated positions. Mention of the uranium market and the potential for utilities to start buying uranium. Speculation on geopolitical issues and their impact on the uranium market. Conversation also includes factors contributing to the recent decrease in crude oil prices.
Transcript
Play full episode
