How to Profit in a Crash or a Boom ft. Louis-Vincent Gave & Harris Kupperman
Real Vision: Finance & Investing
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Investment Thesis on Energy Sector
The chapter discusses the investment thesis on the energy sector, particularly focusing on the case for Uranium. The speakers explain their strategy of investing in consistently downgraded sectors and discuss the decline in energy spending and its impact on production and consumption. They highlight the potential for investment opportunities in energy services companies and offshore energy equipment.
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