The Uranium Thesis is Being Validated Here and Now: Rick Rule, Daniel Major, Fabi Lara, Nick Hodge

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2 years ago
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Jay sits down with a panel of veterans in the uranium space to get their views on the current macro landscape for the metal, including supply/demand fundamentals and potential geopolitical risks. Rick Rule, Daniel Major, Fabi Lara, and Nick Hodge also explain how they would construct a uranium portfolio if they were new to the sector.

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00:00 Panelist Introductions
02:20 Validation of Uranium Thesis
07:52 How Long For Demand to Emerge?
10:28 Geopolitical Risk
13:56 10-Year Time Horizon
17:56 Constructing a Uranium Portfolio

#uranium #uraniumstocks #nuclearpower

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