Want to save the planet? Use nuclear power (Ep. 75)
Want to save the planet? Use nuclear power (Ep. 75)
Despite the nonsense that pervades the mainstream media… renewable energy isn’t saving the planet anytime soon. If you ... Read more
7 Oct 2019
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45mins
The moral case for fossil fuels (Ep. 74)
The moral case for fossil fuels (Ep. 74)
There’s a lot of debate surrounding the use of fossil fuels, with many calling it immoral due to the impact on the envir... Read more
2 Oct 2019
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48mins
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Don’t be passive at an inflection point like this (Ep. 73)
Don’t be passive at an inflection point like this (Ep. 73)
Two things are on my mind today: energy security and passive investing. We’ll explore why they’re linked… and the infl... Read more
16 Sep 2019
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41mins
Nuclear growth outlook is up for the first time since Fukushima (Ep. 72)
Nuclear growth outlook is up for the first time since Fukushima (Ep. 72)
Last week in London, the World Nuclear Association (WNA) released its 2019 Nuclear Fuel Report, which forecasts nuclear... Read more
9 Sep 2019
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1hr 33mins
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This beautifully ugly industry has massive upside potential (Ep. 71)
This beautifully ugly industry has massive upside potential (Ep. 71)
Despite improving fundamentals… the shipping sector is still dirt cheap—and creating a lot of opportunities for investor... Read more
29 Aug 2019
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1hr 22mins
In an uncertain market… focus here instead (Ep. 70)
In an uncertain market… focus here instead (Ep. 70)
The dollar is ripping. Emerging markets are teetering. The yield curve is inverted… Holy crap, what’s an investor to do?... Read more
19 Aug 2019
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47mins
If you want to invest with the big boys… start here (Ep. 69)
If you want to invest with the big boys… start here (Ep. 69)
Nothing is linear… especially stocks. And price doesn’t necessarily equate to value… This understanding is critical to ... Read more
6 Aug 2019
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1hr 36mins
Making sense of the great uranium disconnect (Ep. 68)
Making sense of the great uranium disconnect (Ep. 68)
With the Section 232 decision on uranium behind us… the uranium market’s fundamentals look strong. Primary supply cuts a... Read more
29 Jul 2019
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1hr 8mins
Buyer beware in the natural resource sector (Ep. 67)
Buyer beware in the natural resource sector (Ep. 67)
As a short seller, I always enjoy looking at the mining sector. It’s a great place to find some overhyped bullsh*t. To ... Read more
22 Jul 2019
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49mins
Is there finally certainty for the uranium market? (Ep. 66)
Is there finally certainty for the uranium market? (Ep. 66)
After 18 months (that felt like dog years), President Trump finally ruled on the Section 232 petition on U.S. uranium i... Read more
15 Jul 2019
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1hr 14mins
