Brian Laks

Brian Laks, an investment manager specializing in finding investment opportunities in the market's most hated corners, discusses his uranium thesis and how he finds investment opportunities in hated ideas. They also explore the potential of tin becoming the next uranium, as well as Brian's research process and the importance of patience when investing in themes. Additionally, they touch on doing the work before an inflection turns and managing exposure in the uranium market. They wrap up the podcast by discussing the challenges of staying focused and finding asymmetric risk-reward scenarios in distressed industries.

Brian Laks from Old West Management, an expert in the metals and mining sectors, dives deep into uranium, copper, and gold. He discusses the evolving uranium market and the underestimated demand, alongside copper's strategic rise due to technological advancements. Laks highlights gold's unpredictable demand drivers and the impact of tariffs on copper valuations. The conversation also touches on government support for critical minerals and how AI's energy needs are reshaping the landscape of these vital resources.

Brian Laks, co-chief investment officer of Old West, dives into the fascinating world of commodities, highlighting the untapped potential of tin compared to uranium. He discusses the evolving dynamics in uranium investments, emphasizing supply-demand fundamentals. The conversation reveals keen insights into copper market trends and the role of innovative technologies in resource exploration. Laks stresses the need for thorough research to unearth valuable opportunities in these markets, particularly in a post-COVID landscape.