MI255 Navigating Bubble 3.0: Is This Time Different? w/ David Hay
The Intrinsic Value Podcast - The Investor’s Podcast Network
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The Uranium Crisis
The uranium shortage has been building for years and years already. A lot of it comes from places that are either Russia or Russian controlled. There's very few high quality ways to play uranium, but at this point I think the actual physically uranium looks like a better play. We actually are backing off a little bit on some of our precious metals holding given the run that they've had. And also, because what we talked about earlier, I do believe that markets making a mistake in reading in a bad pivot too soon.
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