Algy's Investment Podcast Nuclear Energy's SHOCKING Comeback: HUGE Opportunities in Uranium Mining!? | Kiril Sokoloff
May 26, 2025
Kiril Sokoloff, Chairman and founder of 13D Research, dives into the resurgence of nuclear energy and its implications for uranium investments. He discusses the shifting attitudes towards nuclear power and how global policies are reshaping the energy landscape. Sokoloff also highlights Europe's hurdles in achieving net-zero emissions and the potential return to a gold standard amid growing economic challenges. With insights into investment strategies and the interconnectedness of global markets, he offers a thought-provoking look at future opportunities in mining.
AI Snips
Chapters
Books
Transcript
Episode notes
Gold as Real Money
- Gold is real money and has been a store of value for 5,000 years.
- It has outperformed the S&P in real terms over this millennium.
Gold's Role in Inflation
- Gold can provide absolute returns in moderate inflationary times.
- It offers real wealth protection and appreciation, especially when equities falter in real terms.
Favor Gold Mining Shares
- Maintain a balanced portfolio but overweight gold mining shares due to valuation.
- Choose shares carefully, prioritizing low-debt, cash-flow-positive miners in stable jurisdictions.
