Welcome back to Talking Stocks Over a Beer.
Rarely do you get the kind of market insights today’s guest delivers…
Thirty-year uranium industry veteran Scott Melbye joins me for a deep-dive into the industry to discuss the drivers for the next uranium bull market.
We’ll also discuss my contrarian investment strategy, and the importance of identifying what I call “five minute grits,” or sectors where the investors are too clever by half.
Listen to today’s episode with an open mind… and learn how to position yourself for the best risk/reward investment I’ve ever seen…
Please send your questions or comments to me here: podcast@curzioresearch.com. Be sure to put “The Mike Alkin Show” in the subject line.
Download TranscriptFollow mIKE on Twitter: @footnotesfirst
Topics Covered:
- Uranium macro drivers
- The carry trade impact
- The devaluation of the Kazakh Tenge
- The state of the U.S. uranium mining industry
- Kazatomprom’s new marketing arm
- Utility demand
