Macro Voices cover image

MacroVoices #314 Lakshman Achuthan: Inflation is Neither Transitory or Secular, it’s Cyclical

Macro Voices

00:00

Uranium Chart Breakout

The volatility in the entire commodity space is just a, a gonbalistic. uranium was a bullish chart before the whole russia conflict came up. The price of uranium can quadruple in order to deal with the supply chain issue and it doesn't really put that much of a dent on the cost of operating a nuclear power plant. So the upside for uranium is just to the moon here, i think.

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