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Chris Gillespie
Part of Azarias Capital Management. He focuses on commodity and industry recoveries.
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Oct 2, 2023
• 39min
Thematic Investors: Why Institutional Investors Should Consider Uranium
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Darren Heitman and Chris Gillespie from Azarias Capital Management dive into uranium as a promising investment for institutional players. They explore the pressing global energy demands and how nuclear energy can address climate concerns. The duo breaks down the intricate supply-demand dynamics and geopolitical implications affecting the uranium market. They highlight the resurgence of nuclear power and bipartisan support in the U.S., while contemplating the lessons learned from Germany's nuclear phase-out.
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