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#50: Kiril Sokoloff On The Virtues Of Just Watching The River

Superinvestors and the Art of Worldly Wisdom

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I Don't Want to Be Short Fixed Income

Investors are watching the currency markets for that clue as to where, you know, where inflation ou now i gets out of hand. We've been bolshon it for since two thousand 18 and while the uranium price is doubled, it's still under the cost of production. The russians, i think, produce 50 % enriched uranium. And we don't have to think too hard on how important a sate jurisdiction iset me see what's going on.

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