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14min chapter
BTC184: Q2 Macro w/ Luke Gromen (Bitcoin Podcast)
We Study Billionaires - The Investor’s Podcast Network
Challenges and Opportunities in the Energy Industry
Exploring the impact of shelter removal from the CPI index, transmission interconnection backlogs, energy consumption from technologies like AI and EVs, the role of copper in electrification, and strategic metal purchases. Discussing investment strategies in the copper and uranium markets and the importance of nuclear power for meeting global energy demands.
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Listen to the best highlights from the podcasts you love and dive into the full episode