The Next Big Trade - A Masterclass on Natural Resource Investing with Marin Katusa
Real Vision: Finance & Investing
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Uranium and Plutonium
Uranium is the most spered thing. It'll still take ten years to permit even a small, modular reactor. We need base load power. This is a source of it. But i can't help but think china is going to be building a whole bunch of warheads. The russians will probably be upgrading warheads. There's all sorts of uses for uranium,. and they ill all look to be expanding, admittedly at different rates. I can see a bullish case. Just don't get caught up in the thorium angle. For years, people are like, marony. Get to get into thorium. And i go, wy. Because with the nuclear reactor
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