Guy Keller, a fund manager at Tribeca Investment Partners specializing in nuclear energy, shares his expertise on the uranium market's unique dynamics. He discusses why spot uranium prices lag behind enriched uranium and the geopolitical tensions affecting supply. Keller highlights new investment opportunities in nuclear innovation, emphasizing the importance of government policies. Additionally, he addresses recent market volatility and the implications of AI advancements on stock performance. This insightful conversation reveals the bright future of the nuclear sector.

Guy Keller, a leading uranium bull at Tribeca Funds Management, shares his expertise on the uranium market's current dynamics. He dives into the surprising short-interest in uranium stocks and the implications for investors. Keller discusses EnCore's recent 50% drop and shares valuable insights on portfolio management strategies. The conversation touches on pricing challenges influenced by regulatory factors, as well as the intricate dynamics of uranium drilling and contracting. His seasoned perspective sheds light on the evolving landscape and opportunities within the sector.