uranium

Why Chris DeMuth Jr. really likes the commodity uranium (0:35) Nuclear energy and emotional tradeoffs (3:20). This is an abridged conversation from a recent Investing Experts podcast.

Show Notes:
Sifting the World
Opportunity Today Is In Energy, Especially Oil And Gas - Chris DeMuth Jr.

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

LinkedIn Jobs helps you find the qualified candidates you want to talk to, faster. Post your job for free at ⁠⁠https://www.linkedin.com/ee⁠⁠. Terms and conditions apply. Niger's coup has set a lot in motion. It's rich in uranium which has gotten France involved, and China's belt and road initiative was set to draw oil from Niger, which could help grow their desperately poor economy, and somehow Russia's Wagner group is involved. But with its suspended membership of ECOWAS, things are about to get much worse.

Trey Lockerbie sits down with Harris Kupperman, or as most would call him, “Kuppy.” Kuppy is the CEO of Praetorian Capital Management, a hedge fund that focuses on major macro themes. They discuss how Kuppy uses to buy and hold, leverage, options, futures, and indexes all in a heavily concentrated portfolio. IN THIS EPISODE, YOU’LL LEARN: 01:33 - The recent events with Russia and how buying Russian assets might be the most contrarian trade in today’s markets.  05:05 - The forecast for oil, which is a number that might surprise you.  05:57 - The driving factors behind oil’s price movement. 23:27 - His massive trade on Bitcoin and how he compares it to gold. 24:32 - His biggest current position is in Uranium. 31:17 - The pivot away from real estate for Mongolia Growth Group. 37:56 - Potentially undervalued stocks in US real estate. And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Kuppy's Blog. Praetorian Capital's Website. KEDM's Website. Kuppy's Twitter. Trey Lockerbie's Twitter. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts.  SPONSORS Support our free podcast by supporting our sponsors: River Toyota Linkedin Marketing Solutions Fidelity Efani Shopify NDTCO Fundrise Wise NetSuite TurboTax Vacasa NerdWallet Babbel Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week’s episode, Trey Lockerbie sits down with NYT best-selling author and investor, Marin Katusa. Marin is a contrarian value investor who specializes in gold, uranium, rare earth, and most recently, carbon credits. IN THIS EPISODE, YOU'LL LEARN: 00:01:45 - How we should view the recent performance of gold and silver, as inflation starts to rise 00:07:16 - How uranium is an asymmetric opportunity but comes with a lot of nuances  00:20:44 - How Carbon Credits are the best-performing asset class of the last 3 years and why Marin thinks the opportunity is over $16 trillion 00:58:41 - How America’s golden age is still ahead BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Carbon Credits Website Yellow Cake Website Uranium Royalty Corp Website Marin Katusa’s new book, The Rise of America Katusa Research Website NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts.  SPONSORS Support our free podcast by supporting our sponsors: River Toyota Linkedin Marketing Solutions Fidelity Efani Shopify NDTCO Fundrise Wise NetSuite TurboTax Vacasa NerdWallet Babbel HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices