All Episodes
Episodes
Episode 183: The Spot Market Doesn't Matter...But it Really Does
Justin discusses the nuances of the uranium spot market and how it is relevant for investors.
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Episode 182: Xi Jinping Backs Kazakhstan Sovereignty
Justin discusses Xi Jinping's visit to Kazakhstan and his statement of support for the country. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
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Episode 181: U.S. DOE Sets Stage for SMRs to Replace Former Coal Plants
Justin discusses multiple bullish pieces of macro nuclear news. https://www.energy.gov/ne/articles/doe-report-finds-hundreds-retiring-coal-plant-sites-could-convert-nuclear...
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Episode 180: Govt. Policy Changes De-Risking the Uranium Investment
Justin discusses further positive news on the policy front for nuclear in the United States. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
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Episode 179: U3O8 Price Discovery INCOMING
Justin discusses the changes in the nuclear fuel procurement for western utilities. https://twitter.com/uraniuminsider/status/1567654673208975360?s=20&t=D_vzeb-EAyfc1BaCv5KCEQ To join Uranium Insider Pro Quarterly...
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Episode 178: China in "Fleet Mode," Urenco Expanding
Justin discusses China's potential to build TEN reactors, annually. Additionally, he speaks on the news of Urenco re-opening its centrifuge manufacturing facility and what that means for the fuel cycle. To receive a...
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Episode 177: California Votes to Save Diablo Canyon
Justin discusses the recent news of California voting to save the Diablo Canyon Nuclear Power Plant. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
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Episode 177: Money Needs a Place to GO
Justin discusses what he believes is the early stages of a money rotation into value, commodities, and uranium. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
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Episode 175: Is a Nuclear Renaissance Afoot?
Justin discusses the very strong price action today for uranium equities with the backdrop of a weak S&P, and the prominent figures supporting nuclear energy. To receive a sample Newsletter, please visit:...
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Episode 174: Uranium's Recognition Day Follow Through
Justin discusses the very strong relative moves the uranium market made today on the heels of a breakout week last week. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
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Episode 173: Uranium's Relative Strength...a Tell?
Justin discusses the heavy selling across markets, and the potential implications for a relatively strong uranium sector. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
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Episode 172: The Next Move for Spot Could be VIOLENT
Justin discusses the reverse carry trade and how it is unlikely to provide as much of a 'buffer' during the next period of significant financial flows into the Sprott Physical Uranium Trust. To receive a sample...
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