
Real Vision: Finance & Investing The Next Big Trade - Justin Huhn on Why We’re Going Nuclear
Nov 13, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 5min
The Strongest Trading Signal I've Come Across
04:48 • 2min
Your First Big P&L Is Always Formative
06:58 • 3min
What's the Marginal Cost of Production of Uranium?
09:46 • 3min
The Kazakh Crisis - What Is It All About?
12:26 • 2min
Growth Sector Hated Big Contrarian Bet, Commodity Well Below the Cost of Production
14:47 • 5min
The Spratt Trusts Are a Behemoth
19:30 • 2min
The Bifurcation of the Market
21:13 • 3min
The Biggest Changes in the Nuclear Fuel Cycle So Far This Year
24:35 • 5min
The Tails Assay Variable
29:19 • 2min
Uranium - Is the Demand for the Enrichment Services Going Up?
31:34 • 5min
What's Happening in Europe?
36:39 • 2min
German Nuclear Plants Aren't Being Used for Base Load Capacity
38:12 • 4min
Is This a Technical Question or an Ideological Question?
42:04 • 4min
Is U.R.A. The Best ETF?
46:07 • 3min
What Could Go Wrong With the Commodity Sector?
48:40 • 3min
Uranium Stocks - What's Next?
51:50 • 2min
