Know Your Risk Podcast

Uranium and Too Much Politics

Jun 16, 2025
Zach and Chase dive into how politics intertwines with market dynamics. They discuss seasonal trading downturns and the impacts of geopolitical tensions on commodities, especially uranium. The conversation touches on the complexities of governance, immigration reform, and the polarization of opinions. They highlight the importance of nuanced political discourse and the challenges posed by changing social norms. Listeners are encouraged to reflect on the disconnect between leaders and economic realities, emphasizing the need for transparency and balance in today’s political landscape.
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INSIGHT

Dollar's Possible Terminal Decline

  • The U.S. dollar shows signs of a possible terminal decline, impacting markets unpredictably.
  • Gold and volatility traditionally become safe havens but may behave unexpectedly in this shifting environment.
INSIGHT

Geopolitical Risk Underpriced

  • For 15 years, betting against geopolitical risk was profitable due to Fed liquidity support.
  • This safety net no longer exists, so markets may underprice current geopolitical risks dangerously.
ANECDOTE

Uranium Spike From Major Purchase

  • A $100 million purchase by Sprott Physical Uranium Trust spiked uranium prices.
  • This move broke a year-long downtrend and pushed miners' stocks higher too.
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