
MacroVoices #474 Mike Alkin: Uranium Supply Is In Structural Deficit And The Fuel Buyers Don’t “Get It”!
Macro Voices
Uranium Market Dynamics and Short Selling Insights
This chapter explores the implications of short interest in the market and the potential for a short squeeze, particularly in the uranium sector. It analyzes the complexities of uranium investments, the challenges of supply deficits, and the influence of momentum trading on market volatility. The discussion highlights the disconnect between industry expertise and market realities, emphasizing the need for strategic approaches in navigating the evolving landscape of uranium pricing and availability.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.