
MacroVoices #356 Justin Huhn: Investing in All Thing Nuclear
Macro Voices
Is There a Bullish Market for Uranium?
Eric Schlossberg: I want to talk about the timeframe that you envisioned for the coming market in all things nuclear energy. With everything going on, including the bifurcation of this market specifically with regard to China, Russia, is that going to play an important part of this market and the bull trend that you see coming? That's a really, really important question, especially when it comes to the short and mid term for this investment thesis. Essentially the market is bifurcating. This is not historically new. This has happened in the past, but what we're seeing is a b ifurcation between the West and Russia.
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