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Ep 385. 5 Years of Podcasting, Theme Park Industry in 2023, Munger DJCO Meeting, and Berkshire’s 13-F

Focused Compounding

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Is There a Supply Demand Issue With Uranium?

I don't know where he would have like very high frequency stuff that other people don't have or something like that, you know um When he's doing things with silver is that more just like he's looking for the extreme supply demand imbalances Yeah, so some things you look at and there's obvious Discrepancies between supply and demand now There could be ways that it's resolved Um because we don't know enough about other things around the world and stuff.

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