Justin and Trevor welcome in Kuppy, CIO of Praetorian Capital and author of Kuppy’s Korner blog. Kuppy is one of the most outspoken investors who's known for being early into major asset moves. His uranium trade idea over the past few. years is not any different. We talk about the fundamentals behind the spot price move in uranium, if the sentiment behind the move is too frothy, and why he thinks the end move will be much higher than where we are now, but with load of volatility in between.

Guests Paulo Macro and Kuppy share insights on commodity fundamentals improving, new stock picks, and navigating market cycles. Topics include unique investment strategies, unconventional finance paths, and challenges in financial markets. The podcast also covers inflation, trading strategies, and personal reflections on market dynamics.

Vincent Deluard from Stone X shares trades amidst French election. Kuppy joins for insights on political turbulence. They discuss market reactions, Euro Yen movement, cheese conversations, tech companies impact, uranium market insights, and investment strategies. Analyze S&P 500 performance, market news impact, and volatility navigation with options. Bitcoin's price movement, credit market weaknesses, and beer tasting discussions add a fun twist to the episode.