AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
Does Powell Mean Business? | David Hay
Forward Guidance
Is There a Greenflation Argument in Utilities?
There are uranium miners that, you know, some stocks trade publicly, and then there's the physical commodity, which you can invest in via the sprot trust. Why do you prefer that over the miners or maybe the utilities? Well, yeah, the utilities, I think that's just too indirect a play. The miners are a very direct play. There's actually usually a more leverage play on rising rate prices, but they're high right now. It's very different than, say, with gold miners where they had a nice rally and then they've been pounded again for the energy companies.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode