

3 Ideas: How to Invest in a World in Transition
Feb 10, 2024
Nick Lawson, CEO of Ocean Wall Ltd., shares 3 investment ideas for 2024, including uranium, sovereign debt, and electric vehicles. They discuss the opportunities and challenges in the market, the dynamics and geopolitical factors affecting the uranium market, and the potential of Uranium Energy Corp. They also explore oil production targets, restructuring, and the transition to electric vehicles.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Opportunities and Challenges in the Market
01:32 • 8min
Understanding and Unpredictability of the Uranium Market
09:24 • 2min
The Geopolitical Factors Affecting the Global Uranium Market
11:01 • 27min
Investment Potential of Uranium Energy Corp (UEC)
37:48 • 14min
Oil Production Targets, Restructuring, and Uranium
52:10 • 3min
Exploring the Transition to Electric Vehicles and Energy Demand
55:02 • 3min