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Louis-Vincent Gave & Harris “Kuppy” Kupperman: De-Dollarization, De-Sinafication & The Commodity Bull Market | #511
The Meb Faber Show - Better Investing
Managing Trades and Position Sizing in Uranium ETFs
The speaker expressed a positive view on Uranium ETFs, highlighting that it has outperformed other investments. They prefer owning physical uranium over miners due to supply deficit and upcoming mine constructions. The speaker does not plan to add to the position but feels confident in its performance. They consider exit strategies based on price targets and fundamentally reassessing the trade as the market situation evolves.
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