All Episodes
Episodes
Episode 140: Awareness of the Pendulum
Justin discusses the affects of inflation for mining projects' CAPEX, and the importance for investors to recognize the swinging pendulum of investor fear/greed.
View Episode
Episode 139: The REAL Price of Uranium
Justin discusses the recent market volatility as well as the pricing of a recently-signed long-term uranium contract.
View Episode
Episode 138: Digging to China
Justin discusses the whipsaw market and the recent uranium "discovery" in China.
View Episode
Episode 137: A Sense of Where We Stand
In today's episode, Justin discusses the uranium market's volatility and invokes Howard Marks' ageless wisdom.
View Episode
Episode 136: Support for Nuclear in Germany is Bild-ing
The Bild newspaper in Germany recently published an article demanding that Germany keep its three remaining nuclear plants online.
View Episode
Episode 134: U.S. Energy Crisis INCOMING?
The energy crises that have plagued Europe and now Japan appear to be coming to the states.
View Episode
Episode 133: SPUT 30k' View, & A Deal w/ Diablo
Justin gives a broad view of the Sprott Physical Uranium Trust and updates the latest development to save Diablo Canyon NPP in California.
View Episode
Episode 132: Good Morning VIETNAM
Justin discusses the move towards nuclear energy by both Vietnam and Saudi Arabia.
View Episode
Episode 131: Always Poke Holes in Your Thesis
Justin discusses the current situation with half of France's reactor fleet offline.
View Episode
Episode 130: URNM Down Under
Justin briefly discusses today's movement of the markets and the launch of a uranium ETF on the ASX.
View Episode
Episode 129: The Fuel Cycle WHIP
Justin discusses the 'whip-like' nature of the fuel cycle.
View Episode
Episode 128: Japanese Restarts Accelerating
Justin shares some data and expectations of Japan's accelerated move to restart idled nukes.
View Episode